We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
4A
626
4Wealth Advisors
Illinois
$201K +$198K +4,612 New
SNB
627
Security National Bank
Nebraska
$162K
OC
628
Oakworth Capital
Alabama
$159K
MSFP
629
Mark Sheptoff Financial Planning
Connecticut
$154K +$43.9K +1,022 +41%
FHC
630
First Horizon Corporation
Tennessee
$147K +$145K +3,374 New
Russell Investments Group
631
Russell Investments Group
United Kingdom
$142K -$19.7K -458 -12%
WAS
632
Winch Advisory Services
Wisconsin
$122K +$258 +6 +0.2%
CFFP
633
Center for Financial Planning
Michigan
$112K
VWWMG
634
Vermillion & White Wealth Management Group
Pennsylvania
$107K +$1.59K +37 +2%
CI
635
CX Institutional
Indiana
$106K +$25.6K +596 +32%
GWSG
636
GPS Wealth Strategies Group
Colorado
$101K -$463K -10,780 -82%
UB
637
UMB Bank
Missouri
$93.9K
MCM
638
MAI Capital Management
Ohio
$91.6K +$90.2K +2,100 New
FFL
639
Financial Freedom LLC
Ohio
$87.5K +$86K +2,004 New
BCWM
640
Bartlett & Co Wealth Management
Ohio
$85.7K
WG
641
Wellington Group
Indiana
$71K +$69.9K +1,627 New
UBS AM
642
UBS AM
Illinois
$70.6K +$69.5K +1,618 New
AIC
643
Archer Investment Corporation
Indiana
$70.2K +$258 +6 +0.4%
CA
644
Clearstead Advisors
Ohio
$66.6K +$47.4K +1,105 +262%
Fifth Third Bancorp
645
Fifth Third Bancorp
Ohio
$66K
SIS
646
Sound Income Strategies
Florida
$63.6K +$61.3K +1,427 New
TCOV
647
Trust Company of Vermont
Vermont
$58.8K
GFA
648
Godfrey Financial Associates
New York
$58K +$57.1K +1,329 New
CTC
649
Central Trust Company
Missouri
$58K +$4.25K +99 +8%
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$55.3K +$54.4K +1,267 New