CGDV icon

Capital Group Dividend Value ETF

535 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
351
Southland Equity Partners
Missouri
$838K +$275K +6,962 +49%
IAS
352
Investment Advisory Services
Texas
$816K +$173K +4,392 +27%
MCA
353
MSH Capital Advisors
Arizona
$811K -$301K -7,618 -27%
LBC
354
Leigh Baldwin & Co
New York
$803K +$183K +4,625 +29%
TC
355
Trilogy Capital
California
$798K +$237K +5,998 +42%
RK
356
Rather & Kittrell
Tennessee
$788K +$5.37K +136 +0.7%
NA
357
Nautilus Advisors
California
$777K +$34.8K +880 +5%
CIS
358
Continental Investors Services
Washington
$757K -$23.8K -603 -3%
FIA
359
Foundations Investment Advisors
Arizona
$738K +$738K +18,685 New
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$717K
CWP
361
Core Wealth Partners
California
$705K +$12.1K +307 +2%
HIM
362
Hanlon Investment Management
New Jersey
$694K +$54.8K +1,387 +9%
SP
363
Stablepoint Partners
Massachusetts
$693K +$20.9K +528 +3%
FWS
364
FinDec Wealth Services
California
$692K -$998K -25,266 -59%
NMCM
365
Nicholson Meyer Capital Management
Missouri
$691K +$691K +17,507 New
NG
366
Norden Group
Utah
$654K
FIM
367
Freedom Investment Management
Connecticut
$653K +$241K +6,103 +58%
LC
368
Lincoln Capital
Nebraska
$648K -$18.1K -458 -3%
AG
369
Ascent Group
Virginia
$647K -$28.8K -730 -4%
FP
370
Financial Perspectives
Minnesota
$636K +$325K +8,224 +104%
Ameriprise
371
Ameriprise
Minnesota
$635K +$10.4K +263 +2%
AC
372
AlphaCore Capital
California
$627K +$96.7K +2,442 +18%
HBW
373
Hazlett, Burt & Watson
West Virginia
$625K +$615K +15,573 +6,083%
TAM
374
Titleist Asset Management
Texas
$624K +$1.34K +34 +0.2%
WIM
375
Westside Investment Management
California
$607K +$220K +5,565 +57%