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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 %
KWM
251
Kingsview Wealth Management
Oregon
$1.86M -$41.4K -1,162 -2%
SFG
252
Stonebridge Financial Group
Pennsylvania
$1.83M +$812K +22,779 +80%
GF
253
Gries Financial
Ohio
$1.83M +$4.6K +129 +0.3%
OFS
254
OneAscent Financial Services
Alabama
$1.81M +$62.6K +1,757 +4%
RCA
255
Riverview Capital Advisers
Massachusetts
$1.8M +$771K +21,634 +75%
PWM
256
Perigon Wealth Management
California
$1.75M +$15.8K +442 +0.9%
EWS
257
Evergreen Wealth Solutions
Pennsylvania
$1.72M +$394K +11,063 +30%
OL
258
Owen LaRue
Kentucky
$1.71M -$39.1K -1,098 -2%
CAG
259
Curtis Advisory Group
California
$1.68M +$1.68M +47,036 New
RIA
260
Realta Investment Advisors
Delaware
$1.68M +$235K +6,582 +16%
CCA
261
Cypress Capital Advisors
Tennessee
$1.66M -$1.19M -33,461 -42%
SW
262
SteelPeak Wealth
California
$1.64M +$274K +7,653 +20%
CPA
263
Clear Point Advisors
New York
$1.56M -$19.5K -547 -1%
FC
264
Financial Council
Maryland
$1.54M +$241K +6,775 +19%
MSAM
265
Moloney Securities Asset Management
Missouri
$1.53M -$54.3K -1,524 -3%
FWS
266
FinDec Wealth Services
California
$1.53M -$11.8M -331,478 -89%
SW
267
Simplicity Wealth
New Jersey
$1.51M +$1.51M +42,294 New
CIA
268
Capital Investment Advisors
Georgia
$1.5M +$468K +13,145 +45%
LF
269
Lantz Financial
Illinois
$1.5M +$43K +1,206 +3%
WIC
270
Woodmont Investment Counsel
Tennessee
$1.47M +$254K +7,132 +21%
PWM
271
Pines Wealth Management
North Carolina
$1.46M +$85.5K +2,678 +6%
CP
272
Capital Planning
Washington
$1.45M -$37.5K -1,049 -3%
CFB
273
Cullen/Frost Bankers
Texas
$1.42M +$423K +11,877 +42%
CWA
274
CJM Wealth Advisers
Virginia
$1.41M +$909K +25,501 +182%
NFA
275
Northwest Financial Advisors
Virginia
$1.41M +$158K +4,438 +13%
9 10
11
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