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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+32
Holders Change %
+7.02%
% of All Funds
6.63%
Holding in Top 10
56
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.66%
% of All Funds
0.76%
New
69
Increased
304
Reduced
69
Closed
26
Calls
$7K
Puts
$527K
Net Calls
-$520K
Net Calls Change
-$602K

Top Buyers

1
LPL Financial
LPL Financial
California
+$266M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$145M
3
Morgan Stanley
Morgan Stanley
New York
+$107M
4
DADC
D.A. Davidson & Co
Montana
+$102M
5
Bank of America
Bank of America
North Carolina
+$80.2M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.2M
2
IAA
Independent Advisor Alliance
North Carolina
-$13.5M
3
ASN
Advisory Services Network
Georgia
-$11.8M
4
FWS
FinDec Wealth Services
California
-$11.8M
5
FSA
Financial Services Advisory
Maryland
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
WJ Wealth Management
Arizona
$17.1M -$5.72M -160,520 -25%
William Blair & Company
77
William Blair & Company
Illinois
$16.8M +$1.1M +30,977 +7%
SOS
78
Silver Oak Securities
Tennessee
$16.4M +$934K +26,345 +6%
CWM
79
Challenger Wealth Management
California
$16.1M +$4.87M +136,690 +43%
WTFG
80
Wood Tarver Financial Group
Idaho
$15.6M +$1.18M +33,163 +8%
CFD
81
Creative Financial Designs
Indiana
$14.3M +$1.55M +43,410 +12%
RA
82
Ruggaard & Associates
Ohio
$14.2M +$203K +5,700 +1%
FFS
83
Forge Financial Services
Oklahoma
$14.1M -$200K -5,618 -1%
FPL
84
Fortress Private Ledger
North Carolina
$13.8M +$838K +23,505 +6%
KPWS
85
Kestra Private Wealth Services
Texas
$13.7M +$1.41M +39,585 +11%
CWM
86
Congress Wealth Management
Massachusetts
$13.6M +$13.4M +372,438 +6,419%
MIAS
87
Mason Investment Advisory Services
Virginia
$13.5M +$1.97M +55,269 +17%
DJSG
88
D.J. St. Germain
Massachusetts
$13.5M +$2.05M +57,447 +18%
IA
89
IFP Advisors
Florida
$13.5M +$12.6M +354,702 +1,517%
WWM
90
Western Wealth Management
Colorado
$13.4M -$1.2M -33,771 -8%
EW
91
Entruity Wealth
California
$13.4M +$50.5K +1,418 +0.4%
BFA
92
Beacon Financial Advisory
Ohio
$13.2M +$1.54M +43,233 +13%
GWA
93
Gutierrez Wealth Advisory
Arkansas
$13.1M +$642K +18,006 +5%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$12.8M +$1.15M +32,389 +10%
AAS
95
Ameritas Advisory Services
Nebraska
$12.3M +$928K +26,101 +8%
KCP
96
Kera Capital Partners
California
$12.1M +$891K +25,006 +8%
GLA
97
Good Life Advisors
Pennsylvania
$11.8M +$91.8K +2,575 +0.8%
SFC
98
Swisher Financial Concepts
Ohio
$11M +$3.16M +88,628 +40%
FAIM
99
Financial Advocates Investment Management
Washington
$10.9M +$3.53M +98,995 +48%
OIA
100
OneDigital Investment Advisors
Kansas
$10.8M -$202K -5,672 -2%
2 3
4
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