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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
6.63%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.76%
New
69
Increased
304
Reduced
69
Closed
26
Calls
$7K
Puts
$527K
Net Calls
-$520K
Net Calls Change
-$602K

Top Buyers

1
LPL Financial
LPL Financial
California
+$266M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$145M
3
Morgan Stanley
Morgan Stanley
New York
+$107M
4
DADC
D.A. Davidson & Co
Montana
+$102M
5
Bank of America
Bank of America
North Carolina
+$80.2M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.2M
2
IAA
Independent Advisor Alliance
North Carolina
-$13.5M
3
ASN
Advisory Services Network
Georgia
-$11.8M
4
FWS
FinDec Wealth Services
California
-$11.8M
5
FSA
Financial Services Advisory
Maryland
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
376
HBW Advisory Services
California
$357K +$357K +10,022 New
OPPS
377
Obsidian Personal Planning Solutions
Maryland
$356K – – –
AWM
378
Apollon Wealth Management
South Carolina
$351K +$351K +9,861 New
WFS
379
WealthGarden F.S.
California
$350K -$107 -3 -0%
WIM
380
Westside Investment Management
California
$350K +$211K +5,915 +152%
BIG
381
Brookwood Investment Group
Arizona
$349K +$349K +9,789 New
FA
382
Faithward Advisors
Pennsylvania
$347K +$3.17K +89 +0.9%
EFP
383
Envision Financial Planning
Tennessee
$345K – – –
PFS
384
Prospect Financial Services
New York
$343K +$60.9K +1,709 +22%
FF
385
Francis Financial
$338K – – –
HFA
386
High Falls Advisors
New York
$336K +$30.3K +850 +10%
SL
387
Sentinus LLC
Illinois
$332K +$332K +9,327 New
FFA
388
Farther Finance Advisors
California
$330K +$272K +7,615 +473%
AG
389
AmeriFlex Group
Nevada
$328K +$97.2K +2,726 +42%
RIG
390
RiverFront Investment Group
Virginia
$323K – – –
TSMHT
391
Thurston Springer Miller Herd & Titak
Indiana
$322K +$116K +3,246 +56%
TI
392
tru Independence
Oregon
$314K – – –
CIA
393
Compass Ion Advisors
Pennsylvania
$309K +$499 +14 +0.2%
UAG
394
United Advisor Group
Ohio
$307K +$31.3K +877 +11%
WEG
395
World Equity Group
Illinois
$306K +$39.3K +1,104 +15%
CL
396
CVFG LLC
Indiana
$302K +$302K +8,462 New
WA
397
Whipplewood Advisors
Colorado
$302K +$47.9K +1,391 +19%
HA
398
HFG Advisors
Ohio
$297K – – –
WCFA
399
Walkner Condon Financial Advisors
Wisconsin
$296K – – –
LSA
400
Lion Street Advisors
Texas
$293K -$16.9K -474 -5%
14 15
16
17 18