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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

534 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, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
7.16%
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
320
Reduced
101
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$141M
2
SIAS
Summit Investment Advisory Services
Minnesota
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$65.6M
4
Jane Street
Jane Street
New York
$6.7M
5
ACM
Advance Capital Management
Michigan
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
226
Simplicity Wealth
New Jersey
$3.3M +$1.63M +41,386 +98%
EPW
227
Endeavor Private Wealth
Kansas
$3.29M +$589K +14,871 +22%
CAM
228
Cozad Asset Management
Illinois
$3.27M +$691K +17,507 +27%
WIP
229
WealthCare Investment Partners
Rhode Island
$3.25M +$700K +17,417 +27%
SS
230
Sunbelt Securities
Texas
$3.22M +$96.2K +2,728 +3%
SWM
231
Spire Wealth Management
Virginia
$3.22M -$202K -5,105 -6%
LPAM
232
Lodestar Private Asset Management
California
$3.07M -$132K -3,354 -4%
KCIC
233
Kuhn & Co Investment Counsel
Illinois
$3.05M +$378K +9,565 +14%
SCM
234
SOL Capital Management
Maryland
$3.04M +$47.6K +1,205 +2%
AIFS
235
A&I Financial Services
Colorado
$2.99M +$198K +5,003 +7%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$2.96M +$2.96M +74,695 New
SWM
237
Silverlake Wealth Management
Vermont
$2.95M +$112K +2,825 +4%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$2.93M -$190K -4,810 -6%
HP
239
Holistic Planning
Texas
$2.93M -$2.17K -55 -0.1%
CFB
240
Cullen/Frost Bankers
Texas
$2.93M +$1.35M +34,161 +85%
CA
241
Carson Advisory
Georgia
$2.89M -$14.8K -375 -0.5%
ATS
242
Ashton Thomas Securities
New York
$2.89M +$56.9K +1,442 +2%
TCG
243
Transcendent Capital Group
Oklahoma
$2.82M +$95.6K +2,422 +4%
NS
244
NBC Securities
Alabama
$2.78M +$350K +8,874 +14%
ATPW
245
Ashton Thomas Private Wealth
Arizona
$2.75M +$2.75M +69,566 New
KFP
246
KMG Fiduciary Partners
Ohio
$2.71M -$41.1K -1,041 -1%
JCM
247
Jacobi Capital Management
Pennsylvania
$2.7M +$557K +14,106 +26%
AIP
248
Ameritas Investment Partners
Nebraska
$2.69M +$252K +6,377 +10%
IA
249
IFG Advisory
Georgia
$2.61M +$1.07M +27,000 +69%
Cerity Partners
250
Cerity Partners
New York
$2.57M -$10.5K -267 -0.4%
8 9
10
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