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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

534 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
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
7.16%
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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.69B
2
Morgan Stanley
Morgan Stanley
New York
$606M
3
Bank of America
Bank of America
North Carolina
$520M
4
Raymond James Financial
Raymond James Financial
Florida
$764M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$468M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$141M
2
SIAS
Summit Investment Advisory Services
Minnesota
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$65.6M
4
Jane Street
Jane Street
New York
$6.7M
5
ACM
Advance Capital Management
Michigan
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPF
201
Tribridge Partners Financial
Maryland
$4.35M +$4.35M +110,113 New
CF
202
Convergence Financial
Missouri
$4.35M +$416K +10,534 +11%
GIA
203
Gladstone Institutional Advisory
Florida
$4.22M +$1.64M +41,558 +64%
PCA
204
Prosperity Capital Advisors
Ohio
$4.17M +$4.17M +105,632 New
CFG
205
Cooper Financial Group
California
$4.13M -$72.1K -1,827 -2%
BFG
206
Bleakley Financial Group
New Jersey
$4.08M +$142K +3,598 +4%
CCFM
207
Clear Creek Financial Management
Washington
$4.08M +$111K +2,816 +3%
AF
208
Affiance Financial
Minnesota
$4M +$216K +5,463 +6%
EA
209
Everpar Advisors
Oklahoma
$3.88M +$743K +18,822 +24%
PIA
210
Perennial Investment Advisors
California
$3.86M +$3.39M +85,795 +712%
SWP
211
Stratos Wealth Partners
Ohio
$3.83M +$1.23M +31,165 +47%
AFP
212
Ausdal Financial Partners
Iowa
$3.83M +$38.3K +971 +1%
CF
213
Centaurus Financial
California
$3.79M +$1.47M +37,206 +63%
AGP
214
Aspire Growth Partners
Florida
$3.77M +$371K +9,386 +11%
SWP
215
Sagespring Wealth Partners
Tennessee
$3.77M +$261K +6,608 +7%
BC
216
Bulwark Capital
Florida
$3.74M +$3.74M +94,693 New
PAS
217
Park Avenue Securities
New York
$3.6M +$163K +4,124 +5%
MWM
218
Mascagni Wealth Management
Mississippi
$3.55M +$2.56M +64,733 +257%
NECFA
219
New England Capital Financial Advisors
Connecticut
$3.51M +$1.15M +29,245 +49%
CWA
220
CJM Wealth Advisers
Virginia
$3.44M +$1.88M +47,506 +120%
IWM
221
IHT Wealth Management
Illinois
$3.41M +$432K +10,942 +14%
EWA
222
EverSource Wealth Advisors
Alabama
$3.41M +$805K +20,382 +31%
PCIA
223
Prime Capital Investment Advisors
Kansas
$3.41M +$875K +22,159 +35%
MIA
224
Milestone Investment Advisors
Wisconsin
$3.38M -$296K -7,490 -8%
FHA
225
Flagship Harbor Advisors
Massachusetts
$3.36M +$1.82M +46,124 +119%
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