CGDV icon

Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
376
Stablepoint Partners
Massachusetts
$790K
NWMG
377
National Wealth Management Group
Ohio
$788K
FA
378
Freestate Advisors
Kansas
$777K
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$763K
CIS
380
Continental Investors Services
Washington
$753K
CWP
381
Core Wealth Partners
California
$751K
SCM
382
Saxony Capital Management
Missouri
$716K
QCM
383
QRG Capital Management
Illinois
$707K
LC
384
Lincoln Capital
Nebraska
$705K
OP
385
ORG Partners
Indiana
$702K
NG
386
Norden Group
Utah
$696K
SFS
387
Security Financial Services
Indiana
$692K
CAS
388
Coppell Advisory Solutions
Texas
$686K
HBW
389
Hazlett, Burt & Watson
West Virginia
$684K
CW
390
CreativeOne Wealth
Kansas
$684K
AWC
391
Adamsbrown Wealth Consultants
Kansas
$679K
FP
392
Financial Perspectives
Minnesota
$677K
WF
393
Warner Financial
Maryland
$674K
IF
394
Intrua Financial
Texas
$669K
IAG
395
Investment Advisory Group
Massachusetts
$665K
LWA
396
Lantern Wealth Advisors
New York
$662K
NF
397
NavPoint Financial
Minnesota
$653K
SFWC
398
Strategic Family Wealth Counselors
New Jersey
$651K
TAM
399
Titleist Asset Management
Texas
$648K
SCA
400
Snowden Capital Advisors
New York
$641K