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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 %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$71M +$5.68M +159,454 +9%
PAG
27
Private Advisor Group
New Jersey
$69.4M +$16.6M +465,503 +31%
JBA
28
Johnson Bixby & Associates
Washington
$68.5M -$2.38M -66,709 -3%
KIM
29
Kestra Investment Management
Texas
$64.9M +$25.4M +711,561 +64%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$62.2M +$8.39M +235,303 +16%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$57.7M +$3.09M +86,823 +6%
NA
32
NewEdge Advisors
Louisiana
$44.7M +$4.88M +136,937 +12%
ACA
33
Aptus Capital Advisors
Alabama
$44.2M +$2.75M +77,191 +7%
P
34
&Partners
Tennessee
$43.1M +$16.3M +459,385 +61%
SFA
35
Souders Financial Advisors
Ohio
$43.1M +$8.07M +226,539 +23%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$42.5M +$42.5M +1,193,756 New
Truist Financial
37
Truist Financial
North Carolina
$41.3M +$4.7M +131,779 +13%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$40.3M +$21.7M +608,435 +116%
Mariner
39
Mariner
Kansas
$39.9M +$3.77M +105,715 +10%
AWS
40
Atria Wealth Solutions
New York
$37.8M +$7.25M +202,907 +24%
IWC
41
Integrated Wealth Concepts
Massachusetts
$37.6M +$3.33M +93,514 +10%
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.1M +$1.82M +50,909 +5%
PFS
43
Prospera Financial Services
Texas
$35.4M +$4.79M +134,291 +16%
AAS
44
Avantax Advisory Services
Texas
$34.8M +$3.52M +98,686 +11%
SEI Investments
45
SEI Investments
Pennsylvania
$34.4M +$3.23M +90,492 +10%
BCA
46
Bay Colony Advisors
Massachusetts
$34.2M +$606K +17,081 +2%
SIAS
47
Summit Investment Advisory Services
Minnesota
$33.2M +$357K +10,014 +1%
CA
48
Continuum Advisory
Idaho
$32.3M +$246K +6,893 +0.8%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$29.7M +$186K +5,213 +0.6%
VA
50
Valmark Advisers
Ohio
$29.6M +$2.16M +60,645 +8%
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