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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 %
BCWM
126
Ball & Co Wealth Management
Tennessee
$7.7M -$2.52M -70,686 -25%
RA
127
RFG Advisory
Alabama
$7.54M +$6.47M +181,670 +607%
SEIA
128
Signature Estate & Investment Advisors
California
$7.51M +$61.8K +1,733 +0.8%
MWM
129
Mission Wealth Management
California
$7.39M +$7.39M +207,417 New
CIAS
130
CFS Investment Advisory Services
New Jersey
$7.36M -$422K -11,831 -5%
AF
131
Advisornet Financial
Minnesota
$7.35M +$1.29M +36,247 +21%
IWM
132
IMG Wealth Management
Florida
$7.34M +$387K +10,850 +6%
B
133
BetterWealth
California
$7.26M +$727K +20,411 +11%
STA
134
Smith Thornton Advisors
Alabama
$7.25M +$3M +84,291 +71%
GFG
135
Greenbush Financial Group
New York
$7.24M +$979K +27,481 +16%
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$7.19M -$595K -16,691 -8%
IA
137
IAM Advisory
Pennsylvania
$7.1M +$95.9K +2,692 +1%
FA
138
Fermata Advisors
California
$6.99M +$54.9K +1,540 +0.8%
MMH
139
Menora Mivtachim Holdings
Israel
$6.95M +$6.95M +194,991 New
DFG
140
Delta Financial Group
New Jersey
$6.86M +$712K +19,525 +12%
SA
141
Sovran Advisors
California
$6.77M +$1.46M +43,616 +28%
DAS
142
Dynamic Advisor Solutions
Arizona
$6.62M +$192K +5,390 +3%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$6.35M +$213K +5,985 +3%
GS
144
GTS Securities
New York
$6.33M +$5.62M +157,812 +793%
SFG
145
Seamount Financial Group
Colorado
$6.3M +$410K +11,508 +7%
MA
146
Mutual Advisors
Nebraska
$6.15M +$3.16M +90,876 +105%
CW
147
Code Waechter
Florida
$5.94M +$528K +14,826 +10%
FFS
148
Founders Financial Securities
Maryland
$5.93M +$1.57M +45,246 +36%
OW
149
Olistico Wealth
Oklahoma
$5.85M +$594K +16,679 +11%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$5.73M +$844K +23,669 +17%
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