We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

727 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
AWM
426
AE Wealth Management
Kansas
$1.54M
4WM
427
44 Wealth Management
Oregon
$1.53M
TSMHT
428
Thurston Springer Miller Herd & Titak
Indiana
$1.51M
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$1.5M
CFA
430
CWS Financial Advisors
Michigan
$1.46M
FA
431
Fiduciary Alliance
South Carolina
$1.42M
NL
432
NWAM LLC
Washington
$1.42M
IAS
433
Investment Advisory Services
Texas
$1.33M
TWM
434
Tradition Wealth Management
Minnesota
$1.33M
TPBG
435
Turning Point Benefit Group
Maryland
$1.32M
WOSD
436
WFA of San Diego
California
$1.26M
WP
437
WealthSpring Partners
California
$1.26M
PI
438
PFG Investments
New York
$1.24M
Brown Advisory
439
Brown Advisory
Maryland
$1.23M
PA
440
ProCore Advisors
California
$1.18M
EFG
441
Elm3 Financial Group
Georgia
$1.18M
BIP
442
Blueprint Investment Partners
North Carolina
$1.17M
MFA
443
Mayflower Financial Advisors
Massachusetts
$1.17M
Corient Private Wealth
444
Corient Private Wealth
Florida
$1.17M
IWN
445
Independent Wealth Network
Iowa
$1.17M
AA
446
Auxano Advisors
Washington
$1.15M
BFA
447
Blueprint Financial Advisors
North Carolina
$1.14M
AC
448
AlphaCore Capital
California
$1.14M
CAG
449
Csenge Advisory Group
Florida
$1.13M
CHAM
450
Clear Harbor Asset Management
Connecticut
$1.13M