CGDV icon

Capital Group Dividend Value ETF

581 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
ACM
451
Advisors Capital Management
New Jersey
$405K
FF
452
Francis Financial
$399K
WCM
453
Wealthcare Capital Management
Virginia
$388K
CP
454
Capital Planning
Washington
$382K
XT
455
XTX Topco
Cayman Islands
$381K
RIG
456
RiverFront Investment Group
Virginia
$380K
Fisher Asset Management
457
Fisher Asset Management
Washington
$378K
CAG
458
Csenge Advisory Group
Florida
$375K
TI
459
tru Independence
Oregon
$371K
LFG
460
Larson Financial Group
Missouri
$371K
VNA
461
Valley National Advisers
Pennsylvania
$370K
LFAS
462
Level Four Advisory Services
Texas
$362K
BWP
463
Balboa Wealth Partners
Arizona
$355K
HA
464
HFG Advisors
Ohio
$351K
RAS
465
RPS Advisory Solutions
Kentucky
$347K
BFG
466
Beacon Financial Group
Texas
$347K
HFA
467
High Falls Advisors
New York
$346K
RFP
468
Root Financial Partners
California
$336K
AQR Capital Management
469
AQR Capital Management
Connecticut
$328K
VFA
470
Valeo Financial Advisors
Indiana
$328K
CP
471
Creekside Partners
California
$328K
BGAI
472
Bruce G. Allen Investments
Colorado
$325K
SWMG
473
Sard Wealth Management Group
Georgia
$325K
KFP
474
Kerr Financial Planning
California
$323K
WEG
475
World Equity Group
Illinois
$318K