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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

532 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 319 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
319
Reduced
100
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.69B
2
Morgan Stanley
2
Morgan Stanley
New York
$606M
3
Bank of America
3
Bank of America
North Carolina
$520M
4
Raymond James Financial
4
Raymond James Financial
Florida
$764M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$468M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$141M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$65.6M
4
Jane Street
4
Jane Street
New York
$6.7M
5
ACM
5
Advance Capital Management
Michigan
$481M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
76
Old Mission Capital
Illinois
$21M 530,527 +386,884 +269%
CA
77
Capital Advantage
California
$20.5M 518,164 +518,164 New
MLRA
78
Main Line Retirement Advisors
Montana
$19.8M 502,516 +444,202 +762%
KPWS
79
Kestra Private Wealth Services
Texas
$19.8M 501,329 +115,995 +30%
SOS
80
Silver Oak Securities
Tennessee
$19.3M 489,545 +27,120 +6%
CWM
81
Challenger Wealth Management
California
$19.1M 482,775 +29,935 +7%
William Blair & Company
82
William Blair & Company
Illinois
$19M 482,130 +11,062 +2%
IA
83
IAM Advisory
Pennsylvania
$18.9M 479,521 +280,284 +141%
WWM
84
WJ Wealth Management
Arizona
$18.8M 475,869 -2,604 -0.5%
WTFG
85
Wood Tarver Financial Group
Idaho
$17.7M 447,743 +10,758 +2%
MIAS
86
Mason Investment Advisory Services
Virginia
$17.5M 443,987 +64,610 +17%
CWM
87
Congress Wealth Management
Massachusetts
$17.3M 439,158 +60,918 +16%
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$17.1M 434,236 -61,647 -12%
RW
89
Regimen Wealth
Georgia
$16.9M 427,919 +427,919 New
VA
90
VestGen Advisors
Illinois
$16.6M 414,150 +278,133 +204%
IA
91
IFP Advisors
Florida
$16.4M 415,270 +37,180 +10%
FFS
92
Forge Financial Services
Oklahoma
$16.1M 396,577 +802 +0.2%
GVAG
93
Great Valley Advisor Group
Delaware
$15.8M 400,065 +139,536 +54%
EW
94
Entruity Wealth
California
$15.7M 396,664 +21,669 +6%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$15.6M 382,873 +24,559 +7%
BFA
96
Beacon Financial Advisory
Ohio
$15.5M 392,614 +22,609 +6%
DJSG
97
D.J. St. Germain
Massachusetts
$15.1M 381,882 +3,231 +0.9%
DIM
98
Delta Investment Management
California
$15.1M 381,298 +381,298 New
SMWM
99
Silvia McColl Wealth Management
California
$15M 380,357 +380,357 New
FPL
100
Fortress Private Ledger
North Carolina
$14.7M 373,339 -12,846 -3%
2 3
4
5 6