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
WAS
651
Winch Advisory Services
Wisconsin
$119K
OA
652
Operose Advisors
Wisconsin
$118K
SEP
653
Signature Equity Partners
Ohio
$115K
FFL
654
Financial Freedom LLC
Ohio
$111K
CFFP
655
Center for Financial Planning
Michigan
$109K
UB
656
UMB Bank
Missouri
$91.5K
BCWM
657
Bartlett & Co Wealth Management
Ohio
$91K
M
658
MOTCO
Texas
$84.4K
TWC
659
TD Waterhouse Canada
Ontario, Canada
$83.1K
TPWA
660
Twin Peaks Wealth Advisors
California
$79.9K
DAM
661
Delta Asset Management
Tennessee
$76.5K
IAAG
662
Innovative Asset Advisors Group
Connecticut
$68.7K
AIC
663
Archer Investment Corporation
Indiana
$68.4K
BAM
664
Bellevue Asset Management
Washington
$62K
TM
665
Torren Management
California
$57.9K
BTI
666
Blue Trust Inc
Georgia
$57.1K
GFA
667
Godfrey Financial Associates
New York
$56.5K
CTC
668
Central Trust Company
Missouri
$56.5K
VAI
669
Vanguard Advisers Inc
Pennsylvania
$53.6K
WG
670
Wellington Group
Indiana
$53.4K
BDS
671
Banco de Sabadell
Florida
$49K
HPBT
672
Hickory Point Bank & Trust
Illinois
$47.7K
CA
673
CoreCap Advisors
Michigan
$47.6K
S
674
SignatureFD
Georgia
$47.3K
TC
675
Trust Company
Kansas
$47.2K