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
MWM
76
Modern Wealth Management
Kansas
$25.5M
EA
77
Ergawealth Advisors
Illinois
$24.3M
CSP
78
Cary Street Partners
Virginia
$24.3M
SOS
79
Silver Oak Securities
Tennessee
$23.5M
CA
80
Capital Advantage
California
$22.2M
William Blair & Company
81
William Blair & Company
Illinois
$21.9M
VAS
82
Vestmark Advisory Solutions
Massachusetts
$21.7M
CWA
83
Core Wealth Advisors
Florida
$21.7M
MLRA
84
Main Line Retirement Advisors
Montana
$21.7M
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$20.7M
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$20.4M
IA
87
IAM Advisory
Pennsylvania
$20.3M
CWM
88
Challenger Wealth Management
California
$20.1M
MIAS
89
Mason Investment Advisory Services
Virginia
$20M
FCM
90
Fourpath Capital Management
Oklahoma
$19.9M
GVAG
91
Great Valley Advisor Group
Delaware
$19.7M
WTFG
92
Wood Tarver Financial Group
Idaho
$19.3M
OBWG
93
Onyx Bridge Wealth Group
New York
$18.9M
IA
94
IFP Advisors
Florida
$18.8M
AA
95
ACT Advisors
North Carolina
$18.7M
VA
96
VestGen Advisors
Illinois
$18.6M
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$18.1M
RW
98
Regimen Wealth
Georgia
$17.7M
SMWM
99
Silvia McColl Wealth Management
California
$17.7M
WWM
100
WJ Wealth Management
Arizona
$17.2M