CGDV icon

Capital Group Dividend Value ETF

535 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, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
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
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
101
Ruggaard & Associates
Ohio
$14.7M -$1.03M -26,180 -7%
FCM
102
Fourpath Capital Management
Oklahoma
$14.4M +$2.61M +66,162 +22%
OBWG
103
Onyx Bridge Wealth Group
New York
$13.9M +$8.93M +226,012 +180%
GWA
104
Gutierrez Wealth Advisory
Arkansas
$13.5M -$973K -24,627 -7%
KCP
105
Kera Capital Partners
California
$13.5M +$18.4K +465 +0.1%
SNWA
106
Siligmueller & Norvid Wealth Advisors
Illinois
$13.2M +$2.29M +56,443 +21%
TFS
107
Thoroughbred Financial Services
Tennessee
$12.7M +$6.87M +174,074 +118%
CW
108
Code Waechter
Florida
$12.6M +$6.03M +152,651 +92%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$12.5M -$10.4M -262,763 -45%
PA
110
PFG Advisors
Arizona
$12.1M +$6.81M +172,542 +128%
SA
111
Sovran Advisors
California
$12M +$3.9M +97,356 +48%
GLA
112
Good Life Advisors
Pennsylvania
$11.9M -$1.15M -29,031 -9%
FHC
113
First Heartland Consultants
Missouri
$11.8M +$2.34M +59,165 +25%
OIA
114
OneDigital Investment Advisors
Kansas
$11.8M -$125K -3,173 -1%
MFG
115
Merit Financial Group
Georgia
$11.8M +$2.81M +71,143 +31%
MMH
116
Menora Mivtachim Holdings
Israel
$11.8M +$4.09M +103,493 +53%
AL
117
ACAS LLC
California
$11.7M +$561K +13,666 +5%
SFC
118
Swisher Financial Concepts
Ohio
$11.6M -$590K -14,946 -5%
SMC
119
Smith, Moore & Co
Missouri
$11.4M -$129K -3,265 -1%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$11.4M -$11.5M -290,961 -50%
CAM
121
Cresset Asset Management
Illinois
$11.1M +$5.84M +147,848 +110%
FAIM
122
Financial Advocates Investment Management
Washington
$10.9M -$1.13M -28,720 -9%
KAS
123
KPP Advisory Services
Kentucky
$10.8M +$234K +5,935 +2%
PS
124
Principal Securities
Iowa
$10.8M +$1.78M +45,083 +20%
BIP
125
Bouvel Investment Partners
Pennsylvania
$10.7M +$10.7M +269,954 New