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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 %
AC
351
AlphaCore Capital
California
$478K +$478K +13,379 New
BFG
352
Berger Financial Group
Minnesota
$478K +$84.3K +2,366 +21%
TPBG
353
Turning Point Benefit Group
Maryland
$477K +$234K +7,270 +96%
MFS
354
McNamara Financial Services
Massachusetts
$468K +$468K +13,120 New
ME
355
McIlrath & Eck
Washington
$454K -$3.96K -111 -0.9%
IF
356
Intrua Financial
Texas
$443K +$195K +5,482 +79%
AIM
357
Anchor Investment Management
South Carolina
$443K – – –
SFWC
358
Strategic Family Wealth Counselors
New Jersey
$440K +$144K +4,034 +49%
SWMG
359
Signature Wealth Management Group
Georgia
$436K +$23.8K +667 +6%
PIA
360
Perennial Investment Advisors
California
$429K -$661K -18,536 -61%
NAS
361
NWF Advisory Services
California
$421K +$22.1K +621 +6%
CCP
362
Cushing Capital Partners
Wisconsin
$418K +$71 +2 +0%
SIS
363
Strategic Investment Solutions
Illinois
$417K +$1.43K +40 +0.3%
PWA
364
PCG Wealth Advisors
Kansas
$406K +$406K +11,405 New
OWA
365
Octavia Wealth Advisors
Ohio
$403K +$1.11K +31 +0.3%
HWM
366
HB Wealth Management
Georgia
$400K – – –
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$398K +$398K +11,156 New
XT
368
XTX Topco
Cayman Islands
$395K +$395K +11,074 New
MA
369
MONECO Advisors
Connecticut
$385K +$26.7K +750 +7%
SCM
370
Saxony Capital Management
Missouri
$379K +$5.2K +146 +1%
WCP
371
Wealthcare Capital Partners
Pennsylvania
$376K +$376K +10,541 New
FIM
372
Freedom Investment Management
Connecticut
$372K -$15.2K -427 -4%
WF
373
Warner Financial
Maryland
$365K +$12.2K +341 +3%
ACM
374
Advisors Capital Management
New Jersey
$359K – – –
VVP
375
Venture Visionary Partners
Ohio
$357K +$120K +3,380 +51%
13 14
15
16 17