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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 %
EFG
301
Elm3 Financial Group
Georgia
$819K +$64.9K +1,820 +9%
CWMS
302
Cannon Wealth Management Services
North Carolina
$818K -$48.2K -1,360 -6%
BAG
303
Bridgewealth Advisory Group
California
$807K +$57.9K +1,625 +8%
BB
304
Burford Brothers
Texas
$792K +$51.6K +1,449 +7%
SGI
305
Summit Global Investments
Utah
$790K +$84.8K +2,377 +12%
GWP
306
Gateway Wealth Partners
Wisconsin
$780K +$276K +7,746 +55%
MCA
307
Magnolia Capital Advisors
Mississippi
$774K +$137K +3,851 +22%
OWA
308
ORBA Wealth Advisors
Illinois
$772K – – –
TSWM
309
Tyler-Stone Wealth Management
Ohio
$772K +$85K +2,384 +12%
CA
310
CapWealth Advisors
Tennessee
$771K -$1.25K -35 -0.2%
KFGK
311
Keystone Financial Group (Kentucky)
Kentucky
$768K +$115K +3,232 +18%
BPC
312
Banque Pictet & Cie
Switzerland
$765K – – –
CWM
313
Cornerstone Wealth Management
Missouri
$749K +$14.4K +404 +2%
JWBC
314
John W. Brooker & Co
California
$749K +$238K +6,670 +46%
TC
315
TownSquare Capital
Utah
$741K +$42.5K +1,192 +6%
D.E. Shaw & Co
316
D.E. Shaw & Co
New York
$736K +$736K +20,657 New
PTC
317
Private Trust Company
Ohio
$714K -$37.1K -1,040 -5%
RK
318
Rather & Kittrell
Tennessee
$707K +$65.4K +1,834 +10%
HIA
319
Harbor Investment Advisory
Maryland
$706K +$71.3K +2,000 +11%
CIS
320
Continental Investors Services
Washington
$704K -$95.8K -2,688 -12%
DWM
321
Diversify Wealth Management
Utah
$704K +$704K +20,176 New
WWA
322
WCG Wealth Advisors
Nevada
$677K +$132K +3,708 +24%
NA
323
Nautilus Advisors
California
$670K +$46.3K +1,300 +7%
MFA
324
Mayflower Financial Advisors
Massachusetts
$658K +$145K +4,082 +28%
Brown Advisory
325
Brown Advisory
Maryland
$647K +$392K +10,989 +153%
11 12
13
14 15