CGDV icon

Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
276
StrongBox Wealth
Missouri
$2.58M
SWA
277
Stratos Wealth Advisors
Ohio
$2.57M
Kovitz Investment Group Partners
278
Kovitz Investment Group Partners
Illinois
$2.57M
FTS
279
Fifth Third Securities
Ohio
$2.54M
OHWA
280
Oak Hill Wealth Advisors
Virginia
$2.52M
VFG
281
Victory Financial Group
Texas
$2.46M
PWM
282
Perigon Wealth Management
California
$2.45M
CPA
283
Clear Point Advisors
New York
$2.41M
BWG
284
Beta Wealth Group
California
$2.4M
TPBG
285
Turning Point Benefit Group
Maryland
$2.39M
GF
286
Gries Financial
Ohio
$2.34M
OWM
287
Orca Wealth Management
Florida
$2.27M
AWA
288
Arkadios Wealth Advisors
Georgia
$2.2M
HAS
289
HBW Advisory Services
California
$2.19M
HIA
290
Harbor Investment Advisory
Maryland
$2.1M
RCA
291
Riverview Capital Advisers
Massachusetts
$2.09M
CAG
292
Curtis Advisory Group
California
$2.06M
CA
293
Calton & Associates
Florida
$2.02M
SW
294
SteelPeak Wealth
California
$2M
HA
295
Herold Advisors
New York
$1.97M
DWM
296
Diversify Wealth Management
Utah
$1.96M
PWM
297
Pines Wealth Management
North Carolina
$1.94M
FW
298
FullCircle Wealth
Texas
$1.91M
MSAM
299
Moloney Securities Asset Management
Missouri
$1.9M
NFA
300
Northwest Financial Advisors
Virginia
$1.9M