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Capital Group Dividend Value ETF
CGDV

546 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 328 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 102

190% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 29

35% more funds holding in top 10

Funds holding in top 10: 57 → 77 (+20)

29% more capital invested

Capital invested by funds: $10.9B → $14B (+$3.16B)

10% more funds holding

Funds holding: 495 → 546 (+51)

0.67% more ownership

Funds ownership: 75.62% → 76.29% (+0.67%)

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.19%
Holding in Top 10
77
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+35.09%
% of All Funds
1.01%
New
84
Increased
328
Reduced
102
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$486M
2
Morgan Stanley
Morgan Stanley
New York
+$144M
3
Bank of America
Bank of America
North Carolina
+$89.6M
4
Raymond James Financial
Raymond James Financial
Florida
+$72.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$62.7M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
2
Jane Street
Jane Street
New York
-$20.5M
3
ACM
Advance Capital Management
Michigan
-$20.2M
4
NA
NewEdge Advisors
Louisiana
-$17.1M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$92.2M +$12.4M +342,751 +17%
JBA
27
Johnson Bixby & Associates
Washington
$77.7M +$1.7M +46,774 +2%
WAM
28
WNY Asset Management
New York
$77M -$6.76M -186,618 -9%
Mariner
29
Mariner
Kansas
$76.6M +$29.7M +818,800 +73%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$68.5M -$380K -10,486 -0.6%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$66.7M +$20.3M +559,377 +49%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$66.4M +$1.18M +32,422 +2%
HighTower Advisors
33
HighTower Advisors
Illinois
$65.6M -$30.2M -833,032 -33%
P
34
&Partners
Tennessee
$57M +$8.16M +225,021 +19%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$52.5M +$24.9M +686,681 +107%
SFA
36
Souders Financial Advisors
Ohio
$51.3M +$3.25M +89,720 +7%
ACA
37
Aptus Capital Advisors
Alabama
$47.4M -$1.42M -39,132 -3%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$47.3M +$136K +3,758 +0.3%
Truist Financial
39
Truist Financial
North Carolina
$46.3M +$552K +15,234 +1%
SEI Investments
40
SEI Investments
Pennsylvania
$46.2M +$7.39M +203,772 +21%
IWC
41
Integrated Wealth Concepts
Massachusetts
$44M +$2.08M +57,439 +5%
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.4M +$2.17M +59,794 +6%
PFS
43
Prospera Financial Services
Texas
$41.4M +$1.92M +53,082 +5%
EFG
44
Erickson Financial Group
Pennsylvania
$40.8M +$7.41M +204,511 +25%
BCA
45
Bay Colony Advisors
Massachusetts
$38.8M +$714K +19,708 +2%
SIAS
46
Summit Investment Advisory Services
Minnesota
$38.4M +$1.45M +40,132 +4%
CA
47
Continuum Advisory
Idaho
$37.2M +$1.25M +34,528 +4%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$36.2M +$5.92M +163,282 +22%
AWS
49
Atria Wealth Solutions
New York
$34.9M -$6.51M -179,572 -17%
VA
50
Valmark Advisers
Ohio
$34.7M +$1.7M +46,844 +6%
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CGDV Hedge Fund Activity: Q2 2025 in Review

546 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q2 2025, worth a combined $14B — up 29% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CGDV positions and 29 closed out — a net gain of 55 holders — while 328 added to existing stakes and 102 trimmed.

The largest buyer was LPL Financial, adding an estimated $486M. The largest seller was HighTower Advisors, cutting an estimated $30.2M.

  • 546 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q2 2025, up from 495 in Q1 2025.
  • Funds reported $14B of Capital Group Dividend Value ETF stock for Q2 2025, up 29% quarter-over-quarter.
  • 84 funds opened new Capital Group Dividend Value ETF positions in Q2 2025 and 29 closed out, a net change of +55 holders.
  • The largest Capital Group Dividend Value ETF buyer in Q2 2025 was LPL Financial, an estimated $486M added.
  • The largest Capital Group Dividend Value ETF seller in Q2 2025 was HighTower Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2025.