CGHY Hedge Fund Ownership (Q1 2026)

Capital Grp Fixed Incm ETF T (CGHY)

20 + Investors. Track Smart Money conviction in CGHY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CGHY

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added CGHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

20 hedge funds hold CGHY right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 82% buying

18 buying4 selling

Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 90% entered in last year

■ 0% conviction (2yr+) ■ 10% medium ■ 90% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~8 new funds/quarter

4 → 9 → 8 new funds/Q

New funds entering each quarter: 4 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 20 current holders: 20 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

5 of 20 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.2

out of 10

High Exit Risk

Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	20	15	33.33%
13F Shares	3M	2M	78.45%
Total Value	$85M	$48M	76.35%
New Positions	8	9	-1
Increased Positions	10	3	+7
Closed Positions	3	0	+3
Reduced Positions	1	2	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

33.33%

13F Shares

78.45%

Total Value

$85M

$48M

76.35%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGHY. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CGHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Greenline Wealth Management LLC	0.70%	33,518	$849K
2	J. Derek Lewis & Associates Inc.	0.55%	113,917	$2.9M
3	Compton Financial Group, LLC	0.52%	106,441	$2.7M
4	Benjamin Edwards Inc	0.46%	1,975,806	$50.0M
5	Gutierrez Wealth Advisory, LLC	0.28%	18,958	$480K
6	Perspective Wealth Advisors LLC	0.20%	14,065	$356K
7	LongView Wealth Management	0.09%	14,429	$365K
8	COFG Advisors, LLC	0.07%	15,560	$394K
9	Gateway Wealth Partners, LLC	0.05%	35,326	$895K
10	Dynamic Advisor Solutions LLC	0.02%	34,170	$866K
11	Ausdal Financial Partners, Inc.	0.02%	23,530	$596K
12	Mml Investors Services, LLC	0.01%	171,993	$4.4M
13	Cullen/Frost Bankers, INC.	0.01%	27,879	$706K
14	Diversify Advisory Services, LLC	0.01%	15,631	$393K
15	Diversify Wealth Management, LLC	0.01%	15,631	$393K
16	Merit Financial Group, LLC	0.01%	37,843	$959K
17	Cetera Investment Advisers	0.01%	217,690	$5.5M
18	IFP Advisors, Inc	0.00%	10,887	$276K
19	&Partners	0.00%	44,621	$1.2M
20	Concurrent Investment Advisors, LLC	0.00%	22,742	$576K
21	Envestnet Asset Management Inc	0.00%	784,822	$19.9M
22	Commonwealth Equity Services, LLC	0.00%	74,736	$1.9M
23	Wells Fargo & Company/Mn	0.00%	527,795	$13.4M
24	Osaic Holdings, INC.	0.00%	64,507	$1.6M
25	Rothschild Investment LLC	0.00%	1,250	$32K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Capital Grp Fixed Incm ETF T (CGHY)

What does the Smart Money Trend signal show for CGHY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CGHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGHY?

More buyers than sellers — 82% buying: Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGHY holders?

Strong quality — 32% AUM from major funds: 5 of 20 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGHY?

Mostly new holders — 90% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Capital Grp Fixed Incm ETF T (CGHY)

Smart Money Signals — CGHY

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 82% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 90% entered in last year

Steady discovery — ~8 new funds/quarter

Early stage — 100% of holders entered in last year

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — CGHY

Hedge Fund Ownership: CGHY

Market Analysis: CGHY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGHY

Hedge Fund Positioning: CGHY

Statistics: CGHY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Grp Fixed Incm ETF T (CGHY)

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