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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
6.63%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.76%
New
69
Increased
304
Reduced
69
Closed
26
Calls
$7K
Puts
$527K
Net Calls
-$520K
Net Calls Change
-$602K

Top Buyers

1
LPL Financial
LPL Financial
California
+$266M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$145M
3
Morgan Stanley
Morgan Stanley
New York
+$107M
4
DADC
D.A. Davidson & Co
Montana
+$102M
5
Bank of America
Bank of America
North Carolina
+$80.2M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.2M
2
IAA
Independent Advisor Alliance
North Carolina
-$13.5M
3
ASN
Advisory Services Network
Georgia
-$11.8M
4
FWS
FinDec Wealth Services
California
-$11.8M
5
FSA
Financial Services Advisory
Maryland
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$2.35M +$492K +13,811 +27%
CFG
227
Certior Financial Group
Pennsylvania
$2.34M +$139K +3,902 +6%
GIA
228
Gladstone Institutional Advisory
Florida
$2.33M +$1.34M +37,515 +135%
CAM
229
Cozad Asset Management
Illinois
$2.33M +$344K +9,641 +17%
Cerity Partners
230
Cerity Partners
New York
$2.32M +$39.6K +1,111 +2%
PCIA
231
Prime Capital Investment Advisors
Kansas
$2.28M +$777K +21,793 +52%
AI
232
Atria Investments
North Carolina
$2.24M +$346K +9,700 +18%
AIP
233
Ameritas Investment Partners
Nebraska
$2.2M +$488K +13,690 +28%
NS
234
NBC Securities
Alabama
$2.19M +$2.19M +61,424 +105,903%
NECFA
235
New England Capital Financial Advisors
Connecticut
$2.13M +$468K +13,139 +28%
GS
236
GWN Securities
Florida
$2.11M +$1.1M +30,871 +109%
CF
237
Centaurus Financial
California
$2.09M +$1.35M +37,837 +181%
WIP
238
WealthCare Investment Partners
Rhode Island
$2.08M +$365K +11,116 +21%
MLRA
239
Main Line Retirement Advisors
Montana
$2.08M +$42.3K +1,188 +2%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M +$364K +10,213 +21%
PSCM
241
Per Stirling Capital Management
Texas
$2.06M +$23K +644 +1%
FPF
242
First Pacific Financial
Washington
$2.05M +$440K +12,353 +27%
LA
243
Latitude Advisors
Florida
$2.04M +$350K +9,832 +21%
SWA
244
Stratos Wealth Advisors
Ohio
$1.99M +$46.8K +1,313 +2%
ALA
245
Atlas Legacy Advisors
California
$1.97M -$8.48M -232,708 -81%
JCM
246
Jacobi Capital Management
Pennsylvania
$1.93M +$587K +16,473 +44%
SW
247
StrongBox Wealth
Missouri
$1.91M +$1.91M +53,530 New
OWM
248
Orca Wealth Management
Florida
$1.9M -$14.9K -418 -0.8%
AWM
249
Accel Wealth Management
Iowa
$1.88M +$399K +11,195 +27%
FGA
250
Fortis Group Advisors
New Jersey
$1.86M +$598K +16,780 +47%
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