CGDV icon

Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
351
Stephens Inc
Arkansas
$858K
OWA
352
ORBA Wealth Advisors
Illinois
$855K
BPC
353
Banque Pictet & Cie
Switzerland
$848K
CA
354
CapWealth Advisors
Tennessee
$845K
SEP
355
Southland Equity Partners
Missouri
$838K
IAS
356
Investment Advisory Services
Texas
$816K
MCA
357
MSH Capital Advisors
Arizona
$811K
LBC
358
Leigh Baldwin & Co
New York
$803K
TC
359
Trilogy Capital
California
$798K
RK
360
Rather & Kittrell
Tennessee
$788K
NA
361
Nautilus Advisors
California
$777K
CIS
362
Continental Investors Services
Washington
$757K
FIA
363
Foundations Investment Advisors
Arizona
$738K
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$717K
CWP
365
Core Wealth Partners
California
$705K
HIM
366
Hanlon Investment Management
New Jersey
$694K
SP
367
Stablepoint Partners
Massachusetts
$693K
FWS
368
FinDec Wealth Services
California
$692K
NMCM
369
Nicholson Meyer Capital Management
Missouri
$691K
NWMG
370
National Wealth Management Group
Ohio
$667K
NG
371
Norden Group
Utah
$654K
FIM
372
Freedom Investment Management
Connecticut
$653K
LC
373
Lincoln Capital
Nebraska
$648K
AG
374
Ascent Group
Virginia
$647K
FP
375
Financial Perspectives
Minnesota
$636K