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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 %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$4.08M +$213K +5,986 +6%
WC
177
Waterloo Capital
Texas
$4.06M +$20.7K +580 +0.5%
BWA
178
BlueChip Wealth Advisors
Georgia
$4.06M +$4.06M +114,009 New
SWIM
179
Smallwood Wealth Investment Management
New Jersey
$3.98M +$123K +3,446 +3%
MFG
180
Magnus Financial Group
New York
$3.96M +$872K +24,454 +28%
MIM
181
Marshall Investment Management
Colorado
$3.8M +$3.8M +106,562 New
CFG
182
Cooper Financial Group
California
$3.79M +$122K +3,414 +3%
US Bancorp
183
US Bancorp
Minnesota
$3.74M +$1.9M +53,340 +103%
BFA
184
Bill Few Associates
Pennsylvania
$3.64M +$218K +6,128 +6%
BWM
185
BlackDiamond Wealth Management
New York
$3.64M +$702K +19,788 +24%
CCFM
186
Clear Creek Financial Management
Washington
$3.58M +$497K +13,956 +16%
BFG
187
Bleakley Financial Group
New Jersey
$3.56M -$27.6K -775 -0.8%
CF
188
Convergence Financial
Missouri
$3.55M +$2.78M +77,909 +361%
SAM
189
Secure Asset Management
Michigan
$3.46M +$1.4M +39,218 +68%
AFP
190
Ausdal Financial Partners
Iowa
$3.42M +$228K +6,404 +7%
AF
191
Affiance Financial
Minnesota
$3.42M +$125K +3,521 +4%
OC
192
Oppenheimer & Co
New York
$3.36M +$469K +13,160 +16%
MIA
193
Milestone Investment Advisors
Wisconsin
$3.31M +$863K +24,226 +35%
RIS
194
Richmond Investment Services
Wisconsin
$3.27M -$796K -22,343 -20%
HAIM
195
Hunter Associates Investment Management
Pennsylvania
$3.26M +$2.58M +72,541 +381%
ACM
196
Aurdan Capital Management
Pennsylvania
$3.24M +$1.87M +52,387 +136%
GWM
197
Geneos Wealth Management
Colorado
$3.18M +$2.8M +62,100 +738%
SWP
198
Sagespring Wealth Partners
Tennessee
$3.16M +$692K +19,418 +28%
SS
199
Sunbelt Securities
Texas
$3.16M -$97.2K -2,728 -3%
CL
200
CLG LLC
California
$3.12M -$1.51M -42,253 -33%
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