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Capital Group Dividend Value ETF
CGDV

495 hedge funds and large institutions have $10.9B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 309 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 69

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

8% more funds holding

Funds holding: 460 → 495 (+35)

6% more funds holding in top 10

Funds holding in top 10: 54 → 57 (+3)

1.62% more ownership

Funds ownership: 74% → 75.62% (+1.6%)

22% less capital invested

Capital invested by funds: $13.9B → $10.9B (-$3.05B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
495
Holders Change
+35
Holders Change %
+7.61%
% of All Funds
6.64%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.76%
New
71
Increased
309
Reduced
69
Closed
27
Calls
$7K
Puts
$527K
Net Calls
-$520K
Net Calls Change
-$602K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$271M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M
3
Morgan Stanley
Morgan Stanley
New York
+$109M
4
DADC
D.A. Davidson & Co
Montana
+$104M
5
Bank of America
Bank of America
North Carolina
+$81.8M

Top Sellers

Rank Fund Capital Flow
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
-$12M
4
FWS
FinDec Wealth Services
California
-$12M
5
FSA
Financial Services Advisory
Maryland
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
76
Wedbush Securities
California
$17.2M +$2.39M +65,703 +16%
WWM
77
WJ Wealth Management
Arizona
$17.1M -$5.83M -160,520 -25%
William Blair & Company
78
William Blair & Company
Illinois
$16.8M +$1.13M +30,977 +7%
SOS
79
Silver Oak Securities
Tennessee
$16.4M +$957K +26,345 +6%
CWM
80
Challenger Wealth Management
California
$16.1M +$4.96M +136,690 +43%
WTFG
81
Wood Tarver Financial Group
Idaho
$15.6M +$1.2M +33,163 +8%
CFD
82
Creative Financial Designs
Indiana
$14.3M +$1.58M +43,410 +12%
RA
83
Ruggaard & Associates
Ohio
$14.2M +$207K +5,700 +1%
FFS
84
Forge Financial Services
Oklahoma
$14.1M -$204K -5,618 -1%
FPL
85
Fortress Private Ledger
North Carolina
$13.8M +$854K +23,505 +6%
KPWS
86
Kestra Private Wealth Services
Texas
$13.7M +$1.44M +39,585 +11%
CWM
87
Congress Wealth Management
Massachusetts
$13.6M +$13.5M +372,438 +6,419%
KFG
88
Kropog Financial Group
Louisiana
$13.5M +$105K +2,900 +0.8%
MIAS
89
Mason Investment Advisory Services
Virginia
$13.5M +$2.01M +55,269 +17%
DJSG
90
D.J. St. Germain
Massachusetts
$13.5M +$2.09M +57,447 +18%
IA
91
IFP Advisors
Florida
$13.5M +$12.9M +354,702 +1,517%
WWM
92
Western Wealth Management
Colorado
$13.4M -$1.23M -33,771 -8%
EW
93
Entruity Wealth
California
$13.4M +$51.5K +1,418 +0.4%
BFA
94
Beacon Financial Advisory
Ohio
$13.2M +$1.57M +43,233 +13%
GWA
95
Gutierrez Wealth Advisory
Arkansas
$13.1M +$654K +18,006 +5%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$12.8M +$1.18M +32,389 +10%
AAS
97
Ameritas Advisory Services
Nebraska
$12.3M +$948K +26,101 +8%
KCP
98
Kera Capital Partners
California
$12.1M +$908K +25,006 +8%
GLA
99
Good Life Advisors
Pennsylvania
$11.8M +$93.5K +2,575 +0.8%
SFC
100
Swisher Financial Concepts
Ohio
$11M +$3.22M +88,628 +40%
2 3
4
5 6

CGDV Hedge Fund Activity: Q1 2025 in Review

495 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q1 2025, worth a combined $10.9B — down 22% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CGDV positions and 27 closed out — a net gain of 44 holders — while 309 added to existing stakes and 69 trimmed.

The largest buyer was LPL Financial, adding an estimated $271M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $22.2M sold.

  • 495 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q1 2025, up from 460 in Q4 2024.
  • Funds reported $10.9B of Capital Group Dividend Value ETF stock for Q1 2025, down 22% quarter-over-quarter.
  • 71 funds opened new Capital Group Dividend Value ETF positions in Q1 2025 and 27 closed out, a net change of +44 holders.
  • The largest Capital Group Dividend Value ETF buyer in Q1 2025 was LPL Financial, an estimated $271M added.
  • The largest Capital Group Dividend Value ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2025.