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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 %
GF
401
Gimbal Financial
Indiana
$293K – – –
RMP
402
Richards, Merrill & Peterson
Washington
$285K +$61.7K +1,730 +28%
BGAI
403
Bruce G. Allen Investments
Colorado
$283K -$1.03K -29 -0.4%
SFC
404
Strategic Financial Concepts
Texas
$282K +$21.9K +615 +8%
FP
405
Financial Perspectives
Minnesota
$281K -$52.4K -1,469 -16%
AAP
406
Arax Advisory Partners
Colorado
$273K +$120K +3,366 +79%
BMWM
407
Brown Miller Wealth Management
Virginia
$272K – – –
WA
408
Waverly Advisors
Alabama
$272K -$17.1K -480 -6%
BFG
409
Beacon Financial Group
Texas
$269K +$8.8K +247 +3%
VNA
410
Valley National Advisers
Pennsylvania
$269K +$79.5K +2,241 +42%
NF
411
NavPoint Financial
Minnesota
$268K +$268K +7,530 New
AC
412
Avant Capital
Louisiana
$268K +$16.9K +473 +7%
IAG
413
Investment Advisory Group
Massachusetts
$267K +$267K +7,483 New
1WA
414
180 Wealth Advisors
Washington
$263K +$13.3K +371 +5%
AFAS
415
Acorn Financial Advisory Services
Virginia
$262K +$49K +1,374 +23%
WAM
416
Weatherly Asset Management
California
$259K -$33.7K -944 -11%
VC
417
Vicus Capital
Pennsylvania
$258K +$258K +7,232 New
CLA
418
Carnegie Lake Advisors
New Jersey
$253K +$33.9K +950 +15%
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
$243K +$243K +6,829 New
CIAS
420
Capital Investment Advisory Services
North Carolina
$239K +$239K +6,719 New
NCFG
421
New Century Financial Group
New Jersey
$238K -$166K -4,671 -41%
AQR Capital Management
422
AQR Capital Management
Connecticut
$236K +$236K +6,621 New
WAM
423
Worth Asset Management
Texas
$235K +$235K +6,595 New
PCS
424
Private Client Services
Kentucky
$234K – – –
FTS
425
Fifth Third Securities
Ohio
$231K +$231K +6,495 New
15 16
17
18 19