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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

532 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 319 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
319
Reduced
100
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.69B
2
Morgan Stanley
2
Morgan Stanley
New York
$606M
3
Bank of America
3
Bank of America
North Carolina
$520M
4
Raymond James Financial
4
Raymond James Financial
Florida
$764M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$468M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$141M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$65.6M
4
Jane Street
4
Jane Street
New York
$6.7M
5
ACM
5
Advance Capital Management
Michigan
$481M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.69B 42,860,196 +13,408,161 +46%
Capital International Investors
2
Capital International Investors
California
$936M 23,691,285 -27,221 -0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$764M 19,353,624 +1,999,975 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$660M 16,720,692 +1,513,067 +10%
Morgan Stanley
5
Morgan Stanley
New York
$606M 15,348,105 +3,961,700 +35%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$605M 15,328,061 +1,496,823 +11%
Bank of America
7
Bank of America
North Carolina
$520M 13,179,947 +2,471,984 +23%
ACM
8
Advance Capital Management
Michigan
$481M 12,188,851 -557,225 -4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$468M 11,850,016 +1,730,269 +17%
Wells Fargo
10
Wells Fargo
California
$455M 11,517,846 +1,207,608 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$390M 9,864,666 +576,953 +6%
CGPCS
12
Capital Group Private Client Services
California
$343M 8,679,595 +457,319 +6%
UBS Group
13
UBS Group
Switzerland
$272M 6,884,253 +471,851 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$228M 5,785,215 +779,692 +16%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$223M 5,646,393 +1,690,763 +43%
CWS
16
Confluence Wealth Services
Pennsylvania
$208M 5,270,920 +179,851 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$199M 5,029,430 +903,644 +22%
MML Investors Services
18
MML Investors Services
Massachusetts
$178M 4,500,964 +498,846 +12%
KAS
19
Kestra Advisory Services
Texas
$172M 4,344,269 +661,210 +18%
Osaic Holdings
20
Osaic Holdings
Arizona
$141M 3,892,744 -1,901,047 -33%
Stifel Financial
21
Stifel Financial
Missouri
$135M 3,423,179 +358,304 +12%
DADC
22
D.A. Davidson & Co
Montana
$130M 3,296,914 +55,004 +2%
KIM
23
Kestra Investment Management
Texas
$127M 3,384,599 +1,562,415 +86%
PAG
24
Private Advisor Group
New Jersey
$114M 2,881,541 +934,948 +48%
BWL
25
Bogart Wealth LLC
Virginia
$94.3M 2,387,880 +60,323 +3%
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