We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

727 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
551
WealthGarden F.S.
California
$422K
VA
552
Vident Advisory
Georgia
$419K
PA
553
PW Advisors
Florida
$419K
EFP
554
Envision Financial Planning
Tennessee
$416K
BFG
555
Beto Financial Group
Idaho
$412K
FF
556
Francis Financial
$404K
VNA
557
Valley National Advisers
Pennsylvania
$398K
CP
558
Capital Planning
Washington
$386K
RIG
559
RiverFront Investment Group
Virginia
$385K
BIG
560
Brookwood Investment Group
Arizona
$381K
AGWCA
561
Annis Gardner Whiting Capital Advisors
Florida
$376K
BFG
562
Beacon Financial Group
Texas
$374K
CLA
563
Carnegie Lake Advisors
New Jersey
$374K
WCM
564
Wealthcare Capital Management
Virginia
$373K
FWI
565
Facet Wealth Inc
Maryland
$365K
RA
566
Rodgers & Associates
Pennsylvania
$365K
EWA
567
Exencial Wealth Advisors
Oklahoma
$361K
OPW
568
Osprey Private Wealth
New York
$361K
MWA
569
Meridian Wealth Advisors
Texas
$356K
HA
570
HFG Advisors
Ohio
$355K
MFS
571
McNamara Financial Services
Massachusetts
$346K
KFP
572
Kerr Financial Planning
California
$344K
AA
573
Auctus Advisors
North Carolina
$344K
CIC
574
Carnegie Investment Counsel
Ohio
$339K
BWP
575
Balboa Wealth Partners
Arizona
$339K