CGDV icon

Capital Group Dividend Value ETF

689 hedge funds and large institutions have $19.8B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 405 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$655K
Puts
$624K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
476
PKS Advisory Services
New York
$749K
QCM
477
QRG Capital Management
Illinois
$736K
AIM
478
Anchor Investment Management
South Carolina
$729K
NG
479
Norden Group
Utah
$722K
LC
480
Lincoln Capital
Nebraska
$715K
PNC Financial Services Group
481
PNC Financial Services Group
Pennsylvania
$714K
CIS
482
Continental Investors Services
Washington
$714K
Corient Private Wealth
483
Corient Private Wealth
Florida
$706K
CC
484
Clearwave Capital
California
$704K
HBW
485
Hazlett, Burt & Watson
West Virginia
$703K
BTI
486
Blue Trust Inc
Georgia
$697K
TC
487
Trilogy Capital
California
$684K
AWM
488
AE Wealth Management
Kansas
$667K
BWA
489
Beam Wealth Advisors
Louisiana
$657K
RIA
490
Realta Investment Advisors
Delaware
$657K
PI
491
PFG Investments
New York
$651K
CHJWM
492
Carlton Hofferkamp & Jenks Wealth Management
Texas
$648K
HIM
493
Hanlon Investment Management
New Jersey
$626K
MA
494
MONECO Advisors
Connecticut
$623K
QCM
495
Quantinno Capital Management
New York
$607K
AG
496
Ascent Group
Virginia
$591K
CL
497
CIM LLC
New York
$591K
RCAG
498
Rehmann Capital Advisory Group
Michigan
$584K
Northern Trust
499
Northern Trust
Illinois
$584K
CG
500
Clarus Group
Texas
$581K