Capital Group Dividend Value ETF
CGDV
777 hedge funds and large institutions have $27.1B invested in Capital Group Dividend Value ETF in 2026 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 463 increasing their positions, 166 reducing their positions, and 27 closing their positions.
1,525% more call options, than puts
Call options by funds: $325K | Put options by funds: $20K
196% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 27
179% more repeat investments, than reductions
Existing positions increased: 463 | Existing positions reduced: 166
25% more capital invested
Capital invested by funds: $21.7B → $27.1B (+$5.39B)
9% more funds holding in top 10
Funds holding in top 10: 128 → 140 (+12)
6% more funds holding
Funds holding: 735 → 777 (+42)
1.25% less ownership
Funds ownership: 75.1% → 73.85% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$434M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$139M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$130M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$105M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$99.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$74.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$73.1M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$56.5M |
| 4 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$36.4M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$36.2M |
CGDV Hedge Fund Activity: Q2 2026 in Review
777 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q2 2026, worth a combined $27.1B — up 25% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new CGDV positions and 27 closed out — a net gain of 53 holders — while 463 added to existing stakes and 166 trimmed.
The largest buyer was LPL Financial, adding an estimated $434M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $74.1M sold.
- 777 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q2 2026, up from 735 in Q1 2026.
- Funds reported $27.1B of Capital Group Dividend Value ETF stock for Q2 2026, up 25% quarter-over-quarter.
- 80 funds opened new Capital Group Dividend Value ETF positions in Q2 2026 and 27 closed out, a net change of +53 holders.
- The largest Capital Group Dividend Value ETF buyer in Q2 2026 was LPL Financial, an estimated $434M added.
- The largest Capital Group Dividend Value ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $74.1M sold.
Based on aggregated 13F filings for Q2 2026.