CGDV icon

Capital Group Dividend Value ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
476
Headlands Technologies
Illinois
$12.2K
HFS
477
Hantz Financial Services
Michigan
$11K
BTD
478
BankPlus Trust Department
Mississippi
$10.7K
CCM
479
Coldstream Capital Management
Washington
$10.3K
HBW
480
Hazlett, Burt & Watson
West Virginia
$9K
YDMI
481
Y.D. More Investments
Israel
$8.55K
Simplex Trading
482
Simplex Trading
Illinois
$8K
PMFA
483
Plante Moran Financial Advisors
Michigan
$3.74K
AAG
484
Armstrong Advisory Group
Massachusetts
$3.53K
MAS
485
MPWM Advisory Solutions
Georgia
$3.21K
RBC
486
Roble Belko & Company
Pennsylvania
$3K
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
Thrivent Financial for Lutherans
490
Thrivent Financial for Lutherans
Minnesota
IAA
491
Independent Advisor Alliance
North Carolina
QC
492
Quadrature Capital
United Kingdom
CFGS
493
Concourse Financial Group Securities
Alabama
AFM
494
Armstrong Fleming & Moore
District of Columbia
CC
495
Commons Capital
Massachusetts
NL
496
NWAM LLC
Washington
BC
497
Bricktown Capital
Michigan
JF
498
JSF Financial
California
QFA
499
Quantum Financial Advisors
California
AFG
500
Allegheny Financial Group
Pennsylvania