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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 %
BCM
201
Brookstone Capital Management
Illinois
$3.11M +$278K +7,789 +10%
PAS
202
Park Avenue Securities
New York
$3.1M +$305K +8,551 +11%
SWM
203
Spire Wealth Management
Virginia
$3.09M +$178K +5,005 +6%
TW
204
Transform Wealth
Colorado
$3.07M -$368K -10,283 -11%
AGP
205
Aspire Growth Partners
Florida
$3.05M +$925K +26,126 +44%
DC
206
Davenport & Co
Virginia
$2.95M +$334K +9,379 +13%
LPAM
207
Lodestar Private Asset Management
California
$2.89M +$12.6K +353 +0.4%
BPFA
208
Barnes Pettey Financial Advisors
Mississippi
$2.88M -$6.95K -195 -0.2%
EA
209
Everpar Advisors
Oklahoma
$2.83M +$470K +13,191 +20%
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$2.82M -$97.6K -2,740 -3%
IA
211
Integrity Alliance
Iowa
$2.79M +$2.13M +59,897 +325%
SCM
212
SOL Capital Management
Maryland
$2.7M +$657K +18,435 +32%
IWM
213
IHT Wealth Management
Illinois
$2.69M +$129K +3,631 +5%
HP
214
Holistic Planning
Texas
$2.65M -$86.9K -2,439 -3%
CA
215
Carson Advisory
Georgia
$2.63M +$358K +10,052 +16%
SWM
216
Silverlake Wealth Management
Vermont
$2.56M +$69K +1,935 +3%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$2.56M -$81.7K -2,292 -3%
ATS
218
Ashton Thomas Securities
New York
$2.55M – – –
AIFS
219
A&I Financial Services
Colorado
$2.52M -$17.6K -493 -0.7%
KFP
220
KMG Fiduciary Partners
Ohio
$2.48M -$20.7K -582 -0.8%
TCG
221
Transcendent Capital Group
Oklahoma
$2.46M +$209K +5,852 +9%
EPW
222
Endeavor Private Wealth
Kansas
$2.43M +$443K +12,380 +22%
KCIC
223
Kuhn & Co Investment Counsel
Illinois
$2.41M +$244K +6,852 +11%
CWC
224
Carolinas Wealth Consulting
North Carolina
$2.37M -$72.1K -2,022 -3%
EWA
225
EverSource Wealth Advisors
Alabama
$2.35M +$280K +7,850 +14%
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