CGDV icon

Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
MA
651
Modus Advisors
Minnesota
$21.8K
HHGA
652
Halbert Hargrove Global Advisors
California
$21.5K
FCAS
653
First Command Advisory Services
Texas
$20.2K
CWP
654
Concord Wealth Partners
Virginia
$17.4K
YDMI
655
Y.D. More Investments
Israel
$16.8K
SA
656
Scarborough Advisors
Maryland
$13.2K
BTD
657
BankPlus Trust Department
Mississippi
$13.1K
HDIM
658
Hanson & Doremus Investment Management
Vermont
$10K
MIFH
659
Migdal Insurance & Financial Holdings
Israel
$10K
Fidelity Investments
660
Fidelity Investments
Massachusetts
$7.55K
GJIA
661
Glass Jacobson Investment Advisors
Maryland
$7.2K
HFS
662
Hantz Financial Services
Michigan
$7K
RBC
663
Roble Belko & Company
Pennsylvania
$6K
MCA
664
McGuire Capital Advisors
Oklahoma
$5.8K
MAS
665
MPWM Advisory Solutions
Georgia
$5.62K
FC
666
Financial Consulate
Maryland
$5.24K
HNB
667
Huntington National Bank
Ohio
$5.15K
PB
668
Pinnacle Bancorp
Nebraska
$5.11K
CPBTD
669
Central Pacific Bank - Trust Division
Hawaii
$5.06K
FFC
670
First Financial Corp
Indiana
$4.84K
ETC
671
Exchange Traded Concepts
Oklahoma
$1.88K
NL
672
Navalign LLC
California
$1.09K
NFSG
673
Newbridge Financial Services Group
Florida
$44
BlackRock
674
BlackRock
New York
$27
M1FG
675
Mach-1 Financial Group
Arkansas