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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 %
EWM
426
Empirical Wealth Management
Washington
$231K +$231K +6,468 New
LFG
427
Larson Financial Group
Missouri
$227K +$7.27K +204 +3%
SC
428
Sapient Capital
Indiana
$227K +$227K +6,351 New
CP
429
Creekside Partners
California
$223K +$223K +6,257 New
LFAS
430
Level Four Advisory Services
Texas
$221K +$221K +6,214 New
KWM
431
KMT Wealth Management
California
$221K +$221K +6,187 New
DCM
432
Donaldson Capital Management
Indiana
$218K +$218K +6,127 New
QFW
433
QTR Family Wealth
Florida
$216K +$216K +6,062 New
HAM
434
Harmony Asset Management
Arizona
$215K – – –
FFA
435
Florida Financial Advisors
Florida
$214K +$214K +6,008 New
ARC
436
Advisor Resource Council
Texas
$207K +$207K +5,815 New
CWM
437
CarsonAllaria Wealth Management
Illinois
$201K – – –
CL
438
CIM LLC
New York
$200K -$24.8K -695 -11%
Bessemer Group
439
Bessemer Group
New Jersey
$169K – – –
FHA
440
First Horizon Advisors
Tennessee
$165K – – –
BF
441
BOK Financial
Oklahoma
$136K +$136K +3,821 New
Russell Investments Group
442
Russell Investments Group
United Kingdom
$132K -$30.9K -868 -19%
OC
443
Oakworth Capital
Alabama
$130K – – –
MG
444
Mather Group
Illinois
$123K – – –
CA
445
Clearstead Advisors
Ohio
$111K – – –
PNC Financial Services Group
446
PNC Financial Services Group
Pennsylvania
$107K +$51.7K +1,450 +93%
MSFP
447
Mark Sheptoff Financial Planning
Connecticut
$99.3K – – –
WAS
448
Winch Advisory Services
Wisconsin
$99.1K – – –
CAWM
449
Capital A Wealth Management
Pennsylvania
$92.8K -$175K -4,911 -65%
OA
450
Operose Advisors
Wisconsin
$90.9K – – –
16 17
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