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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 %
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$5.67M +$3.64M +102,083 +179%
WIA
152
World Investment Advisors
California
$5.44M +$1.51M +42,350 +38%
SN
153
Sittner & Nelson
Oregon
$5.42M +$334K +9,381 +7%
NG
154
Novem Group
New York
$5.38M +$1.39M +39,024 +35%
SIM
155
Synergy Investment Management
Florida
$5.28M +$677K +19,002 +15%
TFS
156
Thoroughbred Financial Services
Tennessee
$5.25M +$2.16M +60,633 +70%
LWM
157
LongView Wealth Management
Georgia
$5.16M +$105K +2,933 +2%
OMC
158
Old Mission Capital
Illinois
$5.12M -$7.98M -223,848 -61%
TWM
159
Trinity Wealth Management
Pennsylvania
$5.11M +$159K +4,465 +3%
AF
160
Allworth Financial
California
$5.09M +$89.3K +2,582 +2%
MOS
161
MGO One Seven
Ohio
$5.01M -$209K -5,871 -4%
ASN
162
Advisory Services Network
Georgia
$4.99M -$11.8M -331,744 -70%
CL
163
Choreo LLC
Illinois
$4.93M -$83.6K -2,339 -2%
VA
164
VestGen Advisors
Illinois
$4.85M +$4.85M +136,017 New
JWCA
165
J.W. Cole Advisors
Florida
$4.81M +$4.4M +123,428 +1,064%
PA
166
PFG Advisors
Arizona
$4.8M +$1.35M +37,850 +39%
CAM
167
Cresset Asset Management
Illinois
$4.78M +$4.78M +133,834 New
BL
168
Balentine LLC
Georgia
$4.68M +$2.63M +73,792 +128%
RIL
169
Rothschild Investment LLC
Illinois
$4.62M +$784K +21,987 +20%
SAM
170
Smartleaf Asset Management
Massachusetts
$4.57M +$1.8M +50,822 +65%
Betterment LLC
171
Betterment LLC
New York
$4.53M +$199K +5,584 +5%
OBWG
172
Onyx Bridge Wealth Group
New York
$4.49M +$2.42M +67,847 +117%
KW
173
KWB Wealth
California
$4.46M +$3.54M +100,454 +387%
LWM
174
Lodestone Wealth Management
Washington
$4.25M +$105K +2,957 +3%
MEAC
175
M.E. Allison & Co
Texas
$4.09M +$249K +6,990 +6%
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