CGDV icon

Capital Group Dividend Value ETF

537 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, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
401
MONECO Advisors
Connecticut
$477K
HWM
402
HB Wealth Management
Georgia
$473K
PNC Financial Services Group
403
PNC Financial Services Group
Pennsylvania
$473K
ETC
404
Exchange Traded Concepts
Oklahoma
$470K
NAS
405
NWF Advisory Services
California
$467K
NF
406
NavPoint Financial
Minnesota
$459K
OPPS
407
Obsidian Personal Planning Solutions
Maryland
$452K
OWA
408
Octavia Wealth Advisors
Ohio
$445K
CCP
409
Cushing Capital Partners
Wisconsin
$438K
CL
410
CIM LLC
New York
$436K
CIAS
411
Capital Investment Advisory Services
North Carolina
$432K
WF
412
Warner Financial
Maryland
$430K
GPW
413
Genesis Private Wealth
Virginia
$424K
OP
414
ORG Partners
Indiana
$421K
WA
415
Whipplewood Advisors
Colorado
$420K
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$419K
LWA
417
Lantern Wealth Advisors
New York
$413K
WFS
418
WealthGarden F.S.
California
$405K
ACM
419
Advisors Capital Management
New Jersey
$399K
BIG
420
Brookwood Investment Group
Arizona
$391K
VC
421
Vicus Capital
Pennsylvania
$388K
CCMG
422
Clark Capital Management Group
Pennsylvania
$385K
FA
423
Faithward Advisors
Pennsylvania
$385K
EFP
424
Envision Financial Planning
Tennessee
$383K
CL
425
CVFG LLC
Indiana
$381K