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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 %
IA
276
IFG Advisory
Georgia
$1.39M +$460K +12,914 +49%
FHA
277
Flagship Harbor Advisors
Massachusetts
$1.39M +$189K +5,306 +16%
WA
278
WESPAC Advisors
California
$1.33M -$23.2K -650 -2%
PPWP
279
Premier Path Wealth Partners
New Jersey
$1.33M -$62.4K -1,752 -4%
FW
280
FullCircle Wealth
Texas
$1.3M +$1.3M +37,494 New
LGWM
281
Litman Gregory Wealth Management
California
$1.27M -$47.3K -1,326 -4%
OHWA
282
Oak Hill Wealth Advisors
Virginia
$1.23M +$247K +6,932 +25%
PFA
283
Professional Financial Advisors
Nebraska
$1.17M +$1.57K +44 +0.1%
LA
284
Lynch & Associates
Indiana
$1.16M +$610K +17,127 +112%
BAM
285
Belpointe Asset Management
Nevada
$1.13M +$76.1K +2,135 +7%
CAM
286
CPA Asset Management
Florida
$1.07M +$413K +11,591 +62%
Creative Planning
287
Creative Planning
Kansas
$1.07M -$71K -1,993 -6%
TWM
288
Trueblood Wealth Management
Ohio
$1.06M +$358K +10,055 +51%
MCA
289
MSH Capital Advisors
Arizona
$1M +$13.7K +383 +1%
TWM
290
Tradition Wealth Management
Minnesota
$997K +$31.5K +883 +3%
TCWM
291
Total Clarity Wealth Management
Illinois
$934K – – –
CA
292
Calton & Associates
Florida
$930K +$524K +14,697 +129%
MWM
293
Mascagni Wealth Management
Mississippi
$899K – – –
IAIM
294
International Assets Investment Management
Florida
$897K +$255K +7,147 +40%
CFA
295
CWS Financial Advisors
Michigan
$892K +$50.2K +1,408 +6%
KOMWMG
296
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$884K +$112K +3,140 +14%
BC
297
Barrett & Company
Rhode Island
$869K +$35.6K +1,000 +4%
GFG
298
Goldstone Financial Group
Illinois
$863K +$63.8K +1,789 +8%
KA
299
Kovack Advisors
Florida
$857K +$89.3K +2,507 +12%
Comerica Bank
300
Comerica Bank
Texas
$835K -$42.8K -1,200 -5%
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