CGDV icon

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 %
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$2.56M +$268K +6,777 +12%
TCWM
252
Total Clarity Wealth Management
Illinois
$2.52M +$1.47M +37,296 +141%
FPF
253
First Pacific Financial
Washington
$2.52M +$247K +6,255 +11%
AWM
254
Accel Wealth Management
Iowa
$2.51M +$435K +11,021 +21%
TSMHT
255
Thurston Springer Miller Herd & Titak
Indiana
$2.51M +$2.15M +54,506 +603%
CFG
256
Certior Financial Group
Pennsylvania
$2.47M -$121K -3,063 -5%
BCM
257
Brookstone Capital Management
Illinois
$2.39M -$1.06M -26,766 -31%
LA
258
Latitude Advisors
Florida
$2.37M +$105K +2,667 +5%
CIA
259
Capital Investment Advisors
Georgia
$2.3M +$635K +16,068 +38%
SW
260
StrongBox Wealth
Missouri
$2.3M +$185K +4,687 +9%
HA
261
Herold Advisors
New York
$2.3M +$2.3M +58,180 New
PSCM
262
Per Stirling Capital Management
Texas
$2.27M -$8.89K -225 -0.4%
SWA
263
Stratos Wealth Advisors
Ohio
$2.21M +$9.04K +229 +0.4%
MWM
264
Meridian Wealth Management
Kentucky
$2.17M +$1.6M +40,400 +279%
GF
265
Gries Financial
Ohio
$2.14M +$115K +2,924 +6%
OWM
266
Orca Wealth Management
Florida
$2.13M +$23.5K +595 +1%
CPA
267
Clear Point Advisors
New York
$2.12M +$394K +9,965 +23%
SFG
268
Stonebridge Financial Group
Pennsylvania
$2.08M +$46.4K +1,175 +2%
RCA
269
Riverview Capital Advisers
Massachusetts
$2.02M +$26.2K +663 +1%
PWM
270
Perigon Wealth Management
California
$2.02M +$74.9K +1,896 +4%
OL
271
Owen LaRue
Kentucky
$2.01M +$119K +3,004 +6%
AI
272
Atria Investments
North Carolina
$2.01M -$475K -12,036 -19%
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
$1.98M +$1.98M +50,183 New
FGA
274
Fortis Group Advisors
New Jersey
$1.95M -$170K -4,186 -8%
Comerica Bank
275
Comerica Bank
Texas
$1.95M +$1.03M +25,956 +111%
9 10
11
12 13