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Capital Group Dividend Value ETF
CGDV
CGDV
728 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
202% more repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 142
131% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 35
9% more capital invested
Capital invested by funds: $19.8B → $21.7B (+$1.82B)
7% more funds holding in top 10
Funds holding in top 10: 119 → 127 (+8)
4% more funds holding
Funds holding: 698 → 728 (+30)
0.29% less ownership
Funds ownership: 75.35% → 75.06% (-0.29%)
Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$371M |
| 2 |
FFS
Forge Financial Services
Edmond,
Oklahoma
|
+$232M |
| 3 |
Morgan Stanley
New York
|
+$149M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$140M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$122M |