CGDV icon

Capital Group Dividend Value ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
326
Bank of Montreal
Ontario, Canada
$647K
WCM
327
Wealthcare Capital Management
Virginia
$628K
CWP
328
Core Wealth Partners
California
$625K
AG
329
Ascent Group
Virginia
$610K
BFA
330
Brendel Financial Advisors
New Hampshire
$608K
SP
331
Stablepoint Partners
Massachusetts
$607K
BWA
332
Beam Wealth Advisors
Louisiana
$596K
NG
333
Norden Group
Utah
$590K
NWMG
334
National Wealth Management Group
Ohio
$586K
IAS
335
Investment Advisory Services
Texas
$580K
HIM
336
Hanlon Investment Management
New Jersey
$577K
Ameriprise
337
Ameriprise
Minnesota
$564K
TAM
338
Titleist Asset Management
Texas
$562K
LC
339
Lincoln Capital
Nebraska
$562K
LBC
340
Leigh Baldwin & Co
New York
$560K
MWM
341
Meridian Wealth Management
Kentucky
$517K
GWSG
342
GPS Wealth Strategies Group
Colorado
$511K
RCAG
343
Rehmann Capital Advisory Group
Michigan
$510K
SEP
344
Southland Equity Partners
Missouri
$509K
TC
345
Trilogy Capital
California
$506K
CHJWM
346
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K
SI
347
Stephens Inc
Arkansas
$494K
VFG
348
Victory Financial Group
Texas
$493K
AWM
349
AE Wealth Management
Kansas
$491K
SCA
350
Snowden Capital Advisors
New York
$486K