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 %
CHJWM
376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$604K +$1.1K +27 +0.2%
BFA
377
Brendel Financial Advisors
New Hampshire
$588K -$85.2K -2,158 -13%
WCM
378
Wellington Capital Management
Maryland
$586K +$586K +9,942 New
SCA
379
Snowden Capital Advisors
New York
$568K +$30.8K +779 +6%
AWM
380
AE Wealth Management
Kansas
$567K +$23.1K +585 +4%
FA
381
Freestate Advisors
Kansas
$566K +$566K +14,321 New
IF
382
Intrua Financial
Texas
$564K +$72.6K +1,839 +15%
CAS
383
Coppell Advisory Solutions
Texas
$557K +$557K +14,125 New
BWA
384
Beam Wealth Advisors
Louisiana
$548K -$113K -2,852 -17%
RMP
385
Richards, Merrill & Peterson
Washington
$526K +$210K +5,330 +67%
APWA
386
Atlas Private Wealth Advisors
New Jersey
$521K +$521K +13,192 New
WCM
387
Wealthcare Capital Management
Virginia
$515K -$180K -4,563 -26%
GWSG
388
GPS Wealth Strategies Group
Colorado
$507K -$59.3K -1,502 -10%
SWMG
389
Signature Wealth Management Group
Georgia
$499K +$16K +406 +3%
ME
390
McIlrath & Eck
Washington
$496K -$7.31K -185 -1%
SCM
391
Saxony Capital Management
Missouri
$494K +$73.2K +1,853 +17%
SIS
392
Strategic Investment Solutions
Illinois
$492K +$30.2K +765 +7%
SFWC
393
Strategic Family Wealth Counselors
New Jersey
$491K +$3.36K +85 +0.7%
AIM
394
Anchor Investment Management
South Carolina
$491K
WFS
395
Widmann Financial Services
Maryland
$491K +$491K +12,423 New
WCFA
396
Walkner Condon Financial Advisors
Wisconsin
$489K +$162K +4,090 +49%
RCAG
397
Rehmann Capital Advisory Group
Michigan
$485K -$79.4K -2,011 -14%
PFS
398
Prospect Financial Services
New York
$479K +$98.5K +2,495 +26%
MA
399
MONECO Advisors
Connecticut
$477K +$50.6K +1,281 +12%
HWM
400
HB Wealth Management
Georgia
$473K +$30.1K +763 +7%