CGDV icon

Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
TCM
651
TD Capital Management
Tennessee
$34K
HFS
652
Hughes Financial Services
Virginia
$33.8K
SAG
653
SageView Advisory Group
California
$33.4K
TCM
654
Triumph Capital Management
Colorado
$32.7K
TAM
655
Tucker Asset Management
Colorado
$32.4K
FGAM
656
Financial Gravity Asset Management
Texas
$32.3K
BHWM
657
Bay Harbor Wealth Management
Maryland
$32.3K
FWA
658
Flagship Wealth Advisors
Massachusetts
$32.2K
FCG
659
Financial Connections Group
California
$30K
GTAM
660
Global Trust Asset Management
Florida
$26.2K
PK
661
Pflug Koory
Nebraska
$25.5K
NMG
662
New Millennium Group
Utah
$24.8K
ITIM
663
Indiana Trust & Investment Management
Indiana
$24.4K
RF
664
Rossby Financial
Florida
$22.4K
GSWM
665
Golden State Wealth Management
California
$22.1K
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.8K
MA
667
Modus Advisors
Minnesota
$21.8K
HHGA
668
Halbert Hargrove Global Advisors
California
$21.5K
FCAS
669
First Command Advisory Services
Texas
$20.2K
CWP
670
Concord Wealth Partners
Virginia
$17.4K
YDMI
671
Y.D. More Investments
Israel
$16.8K
SA
672
Scarborough Advisors
Maryland
$13.2K
BTD
673
BankPlus Trust Department
Mississippi
$13.1K
HDIM
674
Hanson & Doremus Investment Management
Vermont
$10K
MIFH
675
Migdal Insurance & Financial Holdings
Israel
$10K