CGDV icon

Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
426
Northern Trust
Illinois
$467K
CCP
427
Cushing Capital Partners
Wisconsin
$466K
PI
428
PFG Investments
New York
$465K
RPGK
429
Retirement Planning Group (Kansas)
Kansas
$457K
WA
430
Whipplewood Advisors
Colorado
$453K
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$447K
PAS
432
PKS Advisory Services
New York
$433K
CL
433
CVFG LLC
Indiana
$430K
CIA
434
Compass Ion Advisors
Pennsylvania
$427K
WFS
435
WealthGarden F.S.
California
$421K
CCMG
436
Clark Capital Management Group
Pennsylvania
$420K
WA
437
Waverly Advisors
Alabama
$419K
TGAM
438
TBH Global Asset Management
Tennessee
$418K
BIG
439
Brookwood Investment Group
Arizona
$412K
FA
440
Faithward Advisors
Pennsylvania
$409K
AWM
441
AE Wealth Management
Kansas
$409K
EFP
442
Envision Financial Planning
Tennessee
$409K
ACM
443
Advisors Capital Management
New Jersey
$405K
FF
444
Francis Financial
$399K
WCM
445
Wealthcare Capital Management
Virginia
$388K
CP
446
Capital Planning
Washington
$382K
XT
447
XTX Topco
Cayman Islands
$381K
RIG
448
RiverFront Investment Group
Virginia
$380K
Fisher Asset Management
449
Fisher Asset Management
Washington
$378K
CAG
450
Csenge Advisory Group
Florida
$375K