CGDV icon

Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
AI
676
Arvest Investments
Arkansas
$43.9K
HIC
677
Hamrick Investment Counsel
Washington
$41.8K
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$38.7K
FIA
679
FNY Investment Advisers
New York
$38K
B
680
Bayban
Minnesota
$36.4K
CAM
681
Clarity Asset Management
Iowa
$35.2K
CI
682
CX Institutional
Indiana
$34K
TCM
683
TD Capital Management
Tennessee
$33.2K
HFS
684
Hughes Financial Services
Virginia
$32.9K
SIS
685
Sound Income Strategies
Florida
$32.5K
TCM
686
Triumph Capital Management
Colorado
$32K
BHWM
687
Bay Harbor Wealth Management
Maryland
$31.6K
FGAM
688
Financial Gravity Asset Management
Texas
$31.5K
ST
689
Smithfield Trust
Pennsylvania
$31K
FCG
690
Financial Connections Group
California
$29K
GTAM
691
Global Trust Asset Management
Florida
$25.5K
PK
692
Pflug Koory
Nebraska
$24.8K
ITIM
693
Indiana Trust & Investment Management
Indiana
$23.8K
SWP
694
Strategic Wealth Partners
Ohio
$22.2K
RF
695
Rossby Financial
Florida
$22K
HHGA
696
Halbert Hargrove Global Advisors
California
$20.9K
FCAS
697
First Command Advisory Services
Texas
$19.7K
CW
698
CrossGen Wealth
North Carolina
$19K
AUB
699
Atlantic Union Bankshares
Virginia
$17.9K
GWSA
700
Global Wealth Strategies & Associates
Colorado
$17K