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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 %
Citadel Advisors
451
Citadel Advisors
Florida
$88.7K -$1.09M -30,448 -92%
VWWMG
452
Vermillion & White Wealth Management Group
Pennsylvania
$83K +$83K +2,330 New
MSWA
453
Marshall & Sterling Wealth Advisors
New York
$61.5K +$61.5K +1,725 New
CI
454
CX Institutional
Indiana
$58K +$58K +1,631 New
EWA
455
EQ Wealth Advisors
Texas
$56.3K +$56.3K +1,579 New
AI
456
Arvest Investments
Arkansas
$55.2K – – –
BTI
457
Blue Trust Inc
Georgia
$42.8K – – –
IRC
458
Investors Research Corp
Georgia
$42.1K – – –
S
459
SignatureFD
Georgia
$39.7K +$1.25K +35 +3%
OP
460
ORG Partners
Indiana
$39.4K +$19.7K +552 +100%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$37.4K +$37.4K +1,050 New
CAL
462
Capital Analysts LLC
Pennsylvania
$30K +$30K +835 New
TC
463
Trust Company
Kansas
$29.4K – – –
AIC
464
Archer Investment Corporation
Indiana
$27.8K – – –
HFS
465
Hughes Financial Services
Virginia
$27.7K +$27.7K +774 New
MCM
466
MAI Capital Management
Ohio
$27.4K – – –
BHWM
467
Bay Harbor Wealth Management
Maryland
$26.5K +$26.5K +740 New
FCG
468
Financial Connections Group
California
$24K – – –
CA
469
CoreCap Advisors
Michigan
$23.8K +$12K +338 +103%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$23.2K – – –
ITIM
471
Indiana Trust & Investment Management
Indiana
$20K – – –
HDIM
472
Hanson & Doremus Investment Management
Vermont
$16K +$16K +439 New
JFG
473
JDM Financial Group
Texas
$15.1K – – –
RF
474
Rossby Financial
Florida
$14.6K +$14.6K +419 New
HNB
475
Huntington National Bank
Ohio
$13.8K -$1.23K – –
17 18
19
20 21