CGDV icon

Capital Group Dividend Value ETF

689 hedge funds and large institutions have $19.8B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 405 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$655K
Puts
$624K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VT
401
Vise Technologies
New York
$1.58M
PFA
402
Professional Financial Advisors
Nebraska
$1.57M
MCA
403
MSH Capital Advisors
Arizona
$1.57M
GS
404
GWN Securities
Florida
$1.56M
HWM
405
HB Wealth Management
Georgia
$1.56M
Citigroup
406
Citigroup
New York
$1.55M
IAG
407
Investment Advisory Group
Massachusetts
$1.54M
KOMWMG
408
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M
LGWM
409
Litman Gregory Wealth Management
California
$1.51M
RMP
410
Richards, Merrill & Peterson
Washington
$1.5M
NL
411
NWAM LLC
Washington
$1.49M
CAM
412
CPA Asset Management
Florida
$1.49M
IAN
413
Integrated Advisors Network
Texas
$1.48M
FA
414
Fiduciary Alliance
South Carolina
$1.39M
4WM
415
44 Wealth Management
Oregon
$1.38M
SIM
416
Stratos Investment Management
Ohio
$1.37M
SEP
417
Southland Equity Partners
Missouri
$1.37M
SW
418
SteelPeak Wealth
California
$1.37M
TWM
419
Tradition Wealth Management
Minnesota
$1.34M
WOSD
420
WFA of San Diego
California
$1.32M
TSMHT
421
Thurston Springer Miller Herd & Titak
Indiana
$1.31M
PA
422
ProCore Advisors
California
$1.3M
Brown Advisory
423
Brown Advisory
Maryland
$1.27M
IAS
424
Investment Advisory Services
Texas
$1.22M
EFG
425
Elm3 Financial Group
Georgia
$1.21M