CAPITAL GROUP U.S. LARGE VALUE ETF (CGVV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

CAPITAL GROUP U.S. LARGE VALUE ETF (CGVV)

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

Smart Money Signals — CGVV

Based on 21 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added CGVV 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

21 hedge funds hold CGVV right now — the highest count in 0.8 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 — 95% buying

18 buying1 selling

Last quarter: 18 funds were net buyers (14 opened a brand new position + 4 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new CGVV position: 7 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 21 current holders: 21 (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.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

4 of 21 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CGVV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	21	8	162.5%
13F Shares	2M	1M	28.61%
Total Value	$43M	$33M	30.88%
New Positions	14	7	+7
Increased Positions	4	0	+4
Closed Positions	1	0	+1
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

162.5%

13F Shares

28.61%

Total Value

$43M

$33M

30.88%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

21 + investors

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

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

Top 16 institutional holders of CGVV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VVR Holdings LLC	5.07%	366,575	$9.8M
2	CMC Financial Group	1.59%	30,369	$812K
3	Fearless Solutions, LLC dba Best Invest	0.28%	17,140	$458K
4	BHK Investment Advisors, LLC	0.19%	21,225	$568K
5	Concurrent Investment Advisors, LLC	0.16%	559,215	$15.0M
6	Junk Investment Group, LLC	0.11%	7,965	$213K
7	J. Derek Lewis & Associates Inc.	0.10%	16,518	$444K
8	BARRETT & COMPANY, INC.	0.03%	3,000	$80K
9	Sigma Planning Corp	0.02%	25,000	$669K
10	Confluence Wealth Services, Inc.	0.01%	8,307	$222K
11	ROTHSCHILD INVESTMENT LLC	0.00%	1,800	$48K
12	Cambridge Investment Research Advisors, Inc.	0.00%	20,118	—
13	MML INVESTORS SERVICES, LLC	0.00%	17,304	$463K
14	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	22,480	$601K
15	ENVESTNET ASSET MANAGEMENT INC	0.00%	20,975	$561K
16	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	8	—

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 GROUP U.S. LARGE VALUE ETF (CGVV)

What does the Smart Money Trend signal show for CGVV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CGVV 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 CGVV?

More buyers than sellers — 95% buying: Last quarter: 18 funds were net buyers (14 opened a brand new position + 4 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGVV holders?

Elite ownership — 66% AUM from top-100 funds: 4 of 21 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CGVV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGVV?

Mostly new holders — 100% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

CAPITAL GROUP U.S. LARGE VALUE ETF (CGVV)

Smart Money Signals — CGVV

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 95% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Elite ownership — 66% AUM from top-100 funds

Hedge Fund Ownership: CGVV

Market Analysis: CGVV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGVV

Hedge Fund Positioning: CGVV

Statistics: CGVV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — CAPITAL GROUP U.S. LARGE VALUE ETF (CGVV)

Welcome to 13Foresight!