Capital Group Dividend Value ETF
CGDV
701 hedge funds and large institutions have $19.9B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.
600% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 21
308% more repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 100
40% more funds holding in top 10
Funds holding in top 10: 86 → 120 (+34)
20% more funds holding
Funds holding: 585 → 701 (+116)
19% more capital invested
Capital invested by funds: $16.7B → $19.9B (+$3.12B)
5% more call options, than puts
Call options by funds: $655K | Put options by funds: $624K
0.45% less ownership
Funds ownership: 75.83% → 75.38% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$468M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$117M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$106M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$89.4M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$88.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$27M |
| 2 |
Morgan Stanley
New York
|
-$17.2M |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$10.5M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$8.41M |
| 5 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$7.2M |
CGDV Hedge Fund Activity: Q4 2025 in Review
701 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q4 2025, worth a combined $19.9B — up 19% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new CGDV positions and 21 closed out — a net gain of 126 holders — while 408 added to existing stakes and 100 trimmed.
The largest buyer was LPL Financial, adding an estimated $468M. The largest seller was Strategic Blueprint, cutting an estimated $27M.
- 701 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q4 2025, up from 585 in Q3 2025.
- Funds reported $19.9B of Capital Group Dividend Value ETF stock for Q4 2025, up 19% quarter-over-quarter.
- 147 funds opened new Capital Group Dividend Value ETF positions in Q4 2025 and 21 closed out, a net change of +126 holders.
- The largest Capital Group Dividend Value ETF buyer in Q4 2025 was LPL Financial, an estimated $468M added.
- The largest Capital Group Dividend Value ETF seller in Q4 2025 was Strategic Blueprint, an estimated $27M sold.
Based on aggregated 13F filings for Q4 2025.