CGDV icon

Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$3.41M
PCIA
227
Prime Capital Investment Advisors
Kansas
$3.41M
MIA
228
Milestone Investment Advisors
Wisconsin
$3.38M
FHA
229
Flagship Harbor Advisors
Massachusetts
$3.36M
SW
230
Simplicity Wealth
New Jersey
$3.3M
EPW
231
Endeavor Private Wealth
Kansas
$3.29M
CAM
232
Cozad Asset Management
Illinois
$3.27M
WIP
233
WealthCare Investment Partners
Rhode Island
$3.25M
SS
234
Sunbelt Securities
Texas
$3.22M
SWM
235
Spire Wealth Management
Virginia
$3.22M
LPAM
236
Lodestar Private Asset Management
California
$3.07M
KCIC
237
Kuhn & Co Investment Counsel
Illinois
$3.05M
SCM
238
SOL Capital Management
Maryland
$3.04M
AIFS
239
A&I Financial Services
Colorado
$2.99M
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$2.96M
SWM
241
Silverlake Wealth Management
Vermont
$2.95M
PGFC
242
Peapack-Gladstone Financial Corp
New Jersey
$2.93M
HP
243
Holistic Planning
Texas
$2.93M
CFB
244
Cullen/Frost Bankers
Texas
$2.93M
CA
245
Carson Advisory
Georgia
$2.89M
ATS
246
Ashton Thomas Securities
New York
$2.89M
TCG
247
Transcendent Capital Group
Oklahoma
$2.82M
NS
248
NBC Securities
Alabama
$2.78M
ATPW
249
Ashton Thomas Private Wealth
Arizona
$2.75M
KFP
250
KMG Fiduciary Partners
Ohio
$2.71M