Capital Group Dividend Value ETF
CGDV
585 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 356 increasing their positions, 114 reducing their positions, and 26 closing their positions.
212% more repeat investments, than reductions
Existing positions increased: 356 | Existing positions reduced: 114
185% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 26
19% more capital invested
Capital invested by funds: $14B → $16.7B (+$2.72B)
12% more funds holding in top 10
Funds holding in top 10: 77 → 86 (+9)
7% more funds holding
Funds holding: 546 → 585 (+39)
0.45% less ownership
Funds ownership: 76.29% → 75.83% (-0.45%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $370K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$400M |
| 2 |
Morgan Stanley
New York
|
+$324M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$114M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$97.4M |
| 2 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$64.9M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$48.9M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$33.4M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$21M |
CGDV Hedge Fund Activity: Q3 2025 in Review
585 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q3 2025, worth a combined $16.7B — up 19% from $14B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new CGDV positions and 26 closed out — a net gain of 48 holders — while 356 added to existing stakes and 114 trimmed.
The largest buyer was LPL Financial, adding an estimated $400M. The largest seller was Advance Capital Management, cutting an estimated $97.4M.
- 585 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q3 2025, up from 546 in Q2 2025.
- Funds reported $16.7B of Capital Group Dividend Value ETF stock for Q3 2025, up 19% quarter-over-quarter.
- 74 funds opened new Capital Group Dividend Value ETF positions in Q3 2025 and 26 closed out, a net change of +48 holders.
- The largest Capital Group Dividend Value ETF buyer in Q3 2025 was LPL Financial, an estimated $400M added.
- The largest Capital Group Dividend Value ETF seller in Q3 2025 was Advance Capital Management, an estimated $97.4M sold.
Based on aggregated 13F filings for Q3 2025.