CGDV icon

Capital Group Dividend Value ETF

581 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
551
Blue Trust Inc
Georgia
$50.9K
BDS
552
Banco de Sabadell
Florida
$50K
HNB
553
Huntington National Bank
Ohio
$49K
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$48.3K
S
555
SignatureFD
Georgia
$46.8K
FIA
556
FNY Investment Advisers
New York
$37K
TC
557
Trust Company
Kansas
$34.6K
HFS
558
Hughes Financial Services
Virginia
$33.5K
WTA
559
Washington Trust Advisors
Massachusetts
$31.4K
FGAM
560
Financial Gravity Asset Management
Texas
$31.1K
FCG
561
Financial Connections Group
California
$29K
NMG
562
New Millennium Group
Utah
$23.9K
ITIM
563
Indiana Trust & Investment Management
Indiana
$23.5K
TWM
564
Tripletail Wealth Management
Florida
$23.2K
RF
565
Rossby Financial
Florida
$21.7K
GSWM
566
Golden State Wealth Management
California
$21.1K
HHGA
567
Halbert Hargrove Global Advisors
California
$20.7K
CA
568
CoreCap Advisors
Michigan
$18.4K
JFG
569
JDM Financial Group
Texas
$17.8K
CA
570
Clearstead Advisors
Ohio
$17.7K
CWP
571
Concord Wealth Partners
Virginia
$16.7K
YDMI
572
Y.D. More Investments
Israel
$16.1K
FCAS
573
First Command Advisory Services
Texas
$15.1K
SA
574
Scarborough Advisors
Maryland
$12.7K
BTD
575
BankPlus Trust Department
Mississippi
$12.6K