CGDV icon

Capital Group Dividend Value ETF

689 hedge funds and large institutions have $19.8B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 405 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$655K
Puts
$624K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
351
Everpar Advisors
Oklahoma
$2.44M
KFAS
352
Keating Financial Advisory Services
Kansas
$2.4M
RCA
353
Riverview Capital Advisers
Massachusetts
$2.39M
OWM
354
Orca Wealth Management
Florida
$2.38M
Creative Planning
355
Creative Planning
Kansas
$2.28M
MHS
356
M Holdings Securities
Oregon
$2.25M
HIA
357
Harbor Investment Advisory
Maryland
$2.23M
HA
358
Herold Advisors
New York
$2.23M
SFWC
359
Strategic Family Wealth Counselors
New Jersey
$2.17M
CWM
360
Cornerstone Wealth Management
Missouri
$2.16M
AWM
361
Avior Wealth Management
Nebraska
$2.16M
ALA
362
Atlas Legacy Advisors
California
$2.1M
SWM
363
Selby Wealth Management
California
$2.07M
MW
364
Merited Wealth
Florida
$2.07M
CIMI
365
Capital Investment Management, Inc.
Missouri
$2.06M
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$2.05M
PWM
367
Pines Wealth Management
North Carolina
$2.03M
WFS
368
Widmann Financial Services
Maryland
$2.03M
APA
369
Astoria Portfolio Advisors
New York
$2.03M
ZI
370
ZEGA Investments
Florida
$2.01M
KFGK
371
Keystone Financial Group (Kentucky)
Kentucky
$1.94M
NFA
372
Northwest Financial Advisors
Virginia
$1.92M
OFS
373
OneAscent Financial Services
Alabama
$1.91M
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$1.91M
AWG
375
Altus Wealth Group
Colorado
$1.89M