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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 %
FCM
101
Fourpath Capital Management
Oklahoma
$10.7M -$3.44M -96,439 -24%
SMC
102
Smith, Moore & Co
Missouri
$10.4M +$1.46M +40,847 +16%
EH
103
Equitable Holdings
New York
$10.1M +$3.03M +85,157 +43%
SPC
104
Sigma Planning Corp
Michigan
$9.68M -$390K -10,939 -4%
SNWA
105
Siligmueller & Norvid Wealth Advisors
Illinois
$9.63M +$1.04M +29,026 +12%
AL
106
ACAS LLC
California
$9.55M +$852K +24,218 +10%
KAS
107
KPP Advisory Services
Kentucky
$9.52M +$70.8K +1,986 +0.7%
HTWM
108
Hartmann Taylor Wealth Management
Texas
$9.48M +$9.48M +266,019 New
FSA
109
Financial Services Advisory
Maryland
$9.37M -$11.6M -325,075 -55%
GVAG
110
Great Valley Advisor Group
Delaware
$9.29M +$7.15M +200,652 +335%
CWA
111
Clearview Wealth Advisors
Oregon
$9.27M -$433K -12,136 -4%
CWA
112
Core Wealth Advisors
Florida
$8.95M +$8.95M +251,125 New
SPIA
113
Steward Partners Investment Advisory
New York
$8.67M +$141K +3,955 +2%
RWP
114
Ridgeline Wealth Planning
Ohio
$8.56M +$264K +7,412 +3%
FHC
115
First Heartland Consultants
Missouri
$8.56M +$6.51M +182,774 +319%
KFS
116
Kaizen Financial Strategies
California
$8.36M +$4.59M +128,672 +121%
NFG
117
Nations Financial Group
Iowa
$8.33M +$373K +10,463 +5%
MFG
118
Merit Financial Group
Georgia
$8.12M -$6.19M -173,566 -43%
TWP
119
Tempus Wealth Planning
California
$8.04M +$1.72M +48,145 +27%
PS
120
Principal Securities
Iowa
$8.02M – – –
BWG
121
Beta Wealth Group
California
$8.01M +$8.01M +224,686 New
Marshall Wace
122
Marshall Wace
United Kingdom
$7.84M +$7.84M +220,012 New
EFS
123
Essex Financial Services
Connecticut
$7.83M +$955K +26,806 +14%
SG
124
StoneX Group
New York
$7.8M +$7.8M +218,303 New
VWA
125
Visionary Wealth Advisors
Illinois
$7.76M +$92.7K +2,601 +1%
3 4
5
6 7