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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 %
Bank of Montreal
326
Bank of Montreal
Ontario, Canada
$647K – – –
WCM
327
Wealthcare Capital Management
Virginia
$628K +$60K +1,684 +11%
CWP
328
Core Wealth Partners
California
$625K +$87.7K +2,460 +16%
AG
329
Ascent Group
Virginia
$610K +$39.1K +1,097 +7%
BFA
330
Brendel Financial Advisors
New Hampshire
$608K -$54.4K -1,526 -8%
SP
331
Stablepoint Partners
Massachusetts
$607K +$607K +17,031 New
BWA
332
Beam Wealth Advisors
Louisiana
$596K -$6.02K -169 -1%
NG
333
Norden Group
Utah
$590K – – –
NWMG
334
National Wealth Management Group
Ohio
$586K +$3.07K +86 +0.5%
IAS
335
Investment Advisory Services
Texas
$580K +$110K +3,089 +23%
HIM
336
Hanlon Investment Management
New Jersey
$577K +$15.7K +440 +3%
Ameriprise
337
Ameriprise
Minnesota
$564K -$316K -8,859 -36%
TAM
338
Titleist Asset Management
Texas
$562K – – –
LC
339
Lincoln Capital
Nebraska
$562K +$17K +511 +3%
LBC
340
Leigh Baldwin & Co
New York
$560K +$186K +5,210 +50%
MWM
341
Meridian Wealth Management
Kentucky
$517K – – –
GWSG
342
GPS Wealth Strategies Group
Colorado
$511K +$269K +7,535 +111%
RCAG
343
Rehmann Capital Advisory Group
Michigan
$510K +$2.21K +62 +0.4%
SEP
344
Southland Equity Partners
Missouri
$509K +$227K +6,368 +81%
TC
345
Trilogy Capital
California
$506K -$303K -8,507 -37%
CHJWM
346
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K +$24.5K +730 +5%
SI
347
Stephens Inc
Arkansas
$494K +$244K +6,858 +98%
VFG
348
Victory Financial Group
Texas
$493K +$117K +3,283 +31%
AWM
349
AE Wealth Management
Kansas
$491K +$491K +13,773 New
SCA
350
Snowden Capital Advisors
New York
$486K +$61.6K +1,722 +15%
12 13
14
15 16