We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

728 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, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
676
Trust Company
Kansas
$47.2K +$9.2K +207 +23%
CA
677
Clearstead Advisors
Ohio
$47K -$18.7K -422 -28%
BF
678
BOK Financial
Oklahoma
$44.5K
AI
679
Arvest Investments
Arkansas
$43.9K
HIC
680
Hamrick Investment Counsel
Washington
$41.8K +$43.5K +980 New
DPW
681
DiNuzzo Private Wealth
Pennsylvania
$38.7K +$40.4K +909 New
FIA
682
FNY Investment Advisers
New York
$38K +$40K +900 New
B
683
Bayban
Minnesota
$36.4K +$38K +856 New
CAM
684
Clarity Asset Management
Iowa
$35.2K +$36.7K +827 New
CI
685
CX Institutional
Indiana
$34K -$72.7K -1,636 -67%
TCM
686
TD Capital Management
Tennessee
$33.2K
HFS
687
Hughes Financial Services
Virginia
$32.9K
SIS
688
Sound Income Strategies
Florida
$32.5K -$29.6K -667 -47%
TCM
689
Triumph Capital Management
Colorado
$32K
BHWM
690
Bay Harbor Wealth Management
Maryland
$31.6K
FGAM
691
Financial Gravity Asset Management
Texas
$31.5K
ST
692
Smithfield Trust
Pennsylvania
$31K +$32.5K +731 New
FCG
693
Financial Connections Group
California
$29K
GTAM
694
Global Trust Asset Management
Florida
$25.5K
PK
695
Pflug Koory
Nebraska
$24.8K
ITIM
696
Indiana Trust & Investment Management
Indiana
$23.8K
SWP
697
Strategic Wealth Partners
Ohio
$22.2K
RF
698
Rossby Financial
Florida
$22K
HHGA
699
Halbert Hargrove Global Advisors
California
$20.9K
FCAS
700
First Command Advisory Services
Texas
$19.7K