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
WWM
51
Western Wealth Management
Colorado
$47.8M
BEI
52
Benjamin Edwards Inc
Missouri
$46.5M
HI
53
Harbour Investments
Wisconsin
$46.1M
BCA
54
Bay Colony Advisors
Massachusetts
$45.8M
EFG
55
Erickson Financial Group
Pennsylvania
$45.1M
SFA
56
Souders Financial Advisors
Ohio
$43.4M
Bank of New York Mellon
57
Bank of New York Mellon
New York
$42.3M
SIAS
58
Summit Investment Advisory Services
Minnesota
$42.1M
PA
59
Procyon Advisors
Connecticut
$41.1M
CA
60
Continuum Advisory
Idaho
$40.7M
SWM
61
SK Wealth Management
Rhode Island
$40.5M
CIA
62
Concurrent Investment Advisors
Florida
$40.5M
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$40.4M
PNC
64
Park National Corp
Ohio
$39.8M
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$39.7M
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$36.5M
AssetMark Inc
67
AssetMark Inc
California
$36M
MIAS
68
Mason Investment Advisory Services
Virginia
$34.2M
AFA
69
AA Financial Advisors
Ohio
$34.2M
KPWS
70
Kestra Private Wealth Services
Texas
$32.9M
JDLA
71
J. Derek Lewis & Associates
California
$32.1M
William Blair & Company
72
William Blair & Company
Illinois
$30.9M
MHB
73
Midwest Heritage Bank
Iowa
$30.2M
SA
74
Sanctuary Advisors
Indiana
$29M
WSA
75
Wealth Science Advisors
Georgia
$28.2M