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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 %
HT
476
Headlands Technologies
Illinois
$12.2K +$11.8K +331 +3,310%
HFS
477
Hantz Financial Services
Michigan
$11K +$11K +305 New
BTD
478
BankPlus Trust Department
Mississippi
$10.7K +$10.7K +300 New
CCM
479
Coldstream Capital Management
Washington
$10.3K +$10.3K +290 New
HBW
480
Hazlett, Burt & Watson
West Virginia
$9K +$9K +256 New
YDMI
481
Y.D. More Investments
Israel
$8.55K +$8.55K +240 New
Simplex Trading
482
Simplex Trading
Illinois
$8K +$6.05K +174 +311%
PMFA
483
Plante Moran Financial Advisors
Michigan
$3.74K +$3.74K +105 New
AAG
484
Armstrong Advisory Group
Massachusetts
$3.53K – – –
MAS
485
MPWM Advisory Solutions
Georgia
$3.21K +$3.21K +90 New
RBC
486
Roble Belko & Company
Pennsylvania
$3K +$162 +4 +6%
CPBTD
487
Central Pacific Bank - Trust Division
Hawaii
$1.82K – – –
BCWM
488
Bartlett & Co Wealth Management
Ohio
$1.47K – – –
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$107 +$107 +3 New
Thrivent Financial for Lutherans
490
Thrivent Financial for Lutherans
Minnesota
– -$22.2M -630,723 Closed
IAA
491
Independent Advisor Alliance
North Carolina
– -$13.5M -382,012 Closed
QC
492
Quadrature Capital
United Kingdom
– -$9.02M -255,916 Closed
CFGS
493
Concourse Financial Group Securities
Alabama
– -$5.24M -144,719 Closed
AFM
494
Armstrong Fleming & Moore
District of Columbia
– -$4.75M -134,655 Closed
CC
495
Commons Capital
Massachusetts
– -$1.08M -30,614 Closed
NL
496
NWAM LLC
Washington
– -$1.07M -30,263 Closed
BC
497
Bricktown Capital
Michigan
– -$591K -16,771 Closed
JF
498
JSF Financial
California
– -$422K -11,957 Closed
QFA
499
Quantum Financial Advisors
California
– -$395K -11,205 Closed
AFG
500
Allegheny Financial Group
Pennsylvania
– -$346K -9,813 Closed
17 18 19
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