CGDV icon

Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
151
Founders Financial Securities
Maryland
$9.31M
FL
152
FreeGulliver LLC
Louisiana
$9.2M
CWA
153
CJM Wealth Advisers
Virginia
$9.14M
FA
154
Fermata Advisors
California
$9M
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$8.99M
RIL
156
Rothschild Investment LLC
Illinois
$8.9M
CIAS
157
CFS Investment Advisory Services
New Jersey
$8.84M
SFG
158
Seamount Financial Group
Colorado
$8.73M
BCWM
159
Ball & Co Wealth Management
Tennessee
$8.7M
CL
160
CLG LLC
California
$8.62M
AFM
161
Armstrong Fleming & Moore
District of Columbia
$8.62M
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$8.52M
PCA
163
Prosperity Capital Advisors
Ohio
$8.5M
NMCM
164
Nicholson Meyer Capital Management
Missouri
$8.48M
SPIA
165
Steward Partners Investment Advisory
New York
$8.44M
LWM
166
LongView Wealth Management
Georgia
$8.32M
HAIM
167
Hunter Associates Investment Management
Pennsylvania
$8.31M
FHA
168
Flagship Harbor Advisors
Massachusetts
$8.28M
RIS
169
Richmond Investment Services
Wisconsin
$8.26M
USCWA
170
U.S. Capital Wealth Advisors
Texas
$8.24M
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$8.04M
NG
172
Novem Group
New York
$7.98M
OC
173
Oppenheimer & Co
New York
$7.95M
OW
174
Olistico Wealth
Oklahoma
$7.59M
CAM
175
Cozad Asset Management
Illinois
$7.54M