CGDV icon

Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$39.7M
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$38.7M
PNC
53
Park National Corp
Ohio
$38.1M
CA
54
Continuum Advisory
Idaho
$37.6M
BEI
55
Benjamin Edwards Inc
Missouri
$37M
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$35.7M
NA
57
NewEdge Advisors
Louisiana
$35.5M
EH
58
Equitable Holdings
New York
$34.3M
GWM
59
Geneos Wealth Management
Colorado
$34.2M
PA
60
Procyon Advisors
Connecticut
$32.6M
AFA
61
AA Financial Advisors
Ohio
$30.4M
SB
62
Strategic Blueprint
Georgia
$29.8M
AssetMark Inc
63
AssetMark Inc
California
$29.6M
CIA
64
Concurrent Investment Advisors
Florida
$29.2M
GRP
65
Global Retirement Partners
California
$28.7M
AWM
66
Avaii Wealth Management
Wisconsin
$28.2M
MHB
67
Midwest Heritage Bank
Iowa
$27.1M
SA
68
Sanctuary Advisors
Indiana
$27.1M
AWM
69
Axxcess Wealth Management
California
$27M
KPWS
70
Kestra Private Wealth Services
Texas
$26.8M
HI
71
Harbour Investments
Wisconsin
$26.8M
CFD
72
Creative Financial Designs
Indiana
$26.7M
RHP
73
Royal Harbor Partners
Texas
$26.5M
BCI
74
Brinker Capital Investments
Pennsylvania
$26.1M
FSA
75
Financial Services Advisory
Maryland
$25.9M