Capital Group Dividend Value ETF
CGDV
495 hedge funds and large institutions have $10.9B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 309 increasing their positions, 69 reducing their positions, and 27 closing their positions.
348% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 69
163% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 27
20% more capital invested
Capital invested by funds: $9.08B → $10.9B (+$1.78B)
8% more funds holding
Funds holding: 460 → 495 (+35)
6% more funds holding in top 10
Funds holding in top 10: 54 → 57 (+3)
1.61% more ownership
Funds ownership: 74% → 75.61% (+1.6%)
99% less call options, than puts
Call options by funds: $7K | Put options by funds: $527K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$271M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$148M |
| 3 |
Morgan Stanley
New York
|
+$109M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$104M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$22.2M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$13.5M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$12M |
| 4 |
FWS
FinDec Wealth Services
Stockton,
California
|
-$12M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$11.8M |
CGDV Hedge Fund Activity: Q1 2025 in Review
495 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q1 2025, worth a combined $10.9B — up 20% from $9.08B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new CGDV positions and 27 closed out — a net gain of 44 holders — while 309 added to existing stakes and 69 trimmed.
The largest buyer was LPL Financial, adding an estimated $271M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $22.2M sold.
- 495 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q1 2025, up from 460 in Q4 2024.
- Funds reported $10.9B of Capital Group Dividend Value ETF stock for Q1 2025, up 20% quarter-over-quarter.
- 71 funds opened new Capital Group Dividend Value ETF positions in Q1 2025 and 27 closed out, a net change of +44 holders.
- The largest Capital Group Dividend Value ETF buyer in Q1 2025 was LPL Financial, an estimated $271M added.
- The largest Capital Group Dividend Value ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $22.2M sold.
Based on aggregated 13F filings for Q1 2025.