CGDV icon

Capital Group Dividend Value ETF

696 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 143 funds opening new positions, 408 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:

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.1B)

5% more call options, than puts

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

0.51% less ownership

Funds ownership: 75.8%75.3% (-0.51%)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
OC
626
Oakworth Capital
Alabama
$159K
MSFP
627
Mark Sheptoff Financial Planning
Connecticut
$154K
FHC
628
First Horizon Corporation
Tennessee
$147K
Russell Investments Group
629
Russell Investments Group
United Kingdom
$142K
WAS
630
Winch Advisory Services
Wisconsin
$122K
CFFP
631
Center for Financial Planning
Michigan
$112K
VWWMG
632
Vermillion & White Wealth Management Group
Pennsylvania
$107K
CI
633
CX Institutional
Indiana
$106K
GWSG
634
GPS Wealth Strategies Group
Colorado
$101K
UB
635
UMB Bank
Missouri
$93.9K
MCM
636
MAI Capital Management
Ohio
$91.6K
FFL
637
Financial Freedom LLC
Ohio
$87.5K
BCWM
638
Bartlett & Co Wealth Management
Ohio
$85.7K
WG
639
Wellington Group
Indiana
$71K
UBS AM
640
UBS AM
Illinois
$70.6K
AIC
641
Archer Investment Corporation
Indiana
$70.2K
CA
642
Clearstead Advisors
Ohio
$66.6K
Fifth Third Bancorp
643
Fifth Third Bancorp
Ohio
$66K
SIS
644
Sound Income Strategies
Florida
$63.6K
TCOV
645
Trust Company of Vermont
Vermont
$58.8K
GFA
646
Godfrey Financial Associates
New York
$58K
CTC
647
Central Trust Company
Missouri
$58K
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$55.3K
JWM
649
Jessup Wealth Management
Ohio
$51.3K
BDS
650
Banco de Sabadell
Florida
$51K