Capital Group Dividend Value ETF
CGDV
546 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 328 increasing their positions, 102 reducing their positions, and 29 closing their positions.
222% more repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 102
190% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 29
35% more funds holding in top 10
Funds holding in top 10: 57 → 77 (+20)
29% more capital invested
Capital invested by funds: $10.9B → $14B (+$3.16B)
10% more funds holding
Funds holding: 495 → 546 (+51)
0.67% more ownership
Funds ownership: 75.62% → 76.29% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$486M |
| 2 |
Morgan Stanley
New York
|
+$144M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$89.6M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$72.5M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$62.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$30.2M |
| 2 |
Jane Street
New York
|
-$20.5M |
| 3 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$20.2M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$17.1M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$10.5M |
CGDV Hedge Fund Activity: Q2 2025 in Review
546 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q2 2025, worth a combined $14B — up 29% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new CGDV positions and 29 closed out — a net gain of 55 holders — while 328 added to existing stakes and 102 trimmed.
The largest buyer was LPL Financial, adding an estimated $486M. The largest seller was HighTower Advisors, cutting an estimated $30.2M.
- 546 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q2 2025, up from 495 in Q1 2025.
- Funds reported $14B of Capital Group Dividend Value ETF stock for Q2 2025, up 29% quarter-over-quarter.
- 84 funds opened new Capital Group Dividend Value ETF positions in Q2 2025 and 29 closed out, a net change of +55 holders.
- The largest Capital Group Dividend Value ETF buyer in Q2 2025 was LPL Financial, an estimated $486M added.
- The largest Capital Group Dividend Value ETF seller in Q2 2025 was HighTower Advisors, an estimated $30.2M sold.
Based on aggregated 13F filings for Q2 2025.