Capital Group Dividend Value ETF
CGDV
735 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 83 funds opening new positions, 433 increasing their positions, 143 reducing their positions, and 37 closing their positions.
203% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 143
124% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 37
9% more capital invested
Capital invested by funds: $19.9B → $21.7B (+$1.82B)
7% more funds holding in top 10
Funds holding in top 10: 120 → 128 (+8)
5% more funds holding
Funds holding: 701 → 735 (+34)
0.28% less ownership
Funds ownership: 75.38% → 75.1% (-0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$30.7M |
| 2 |
Jane Street
New York
|
-$29.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$28.9M |
| 4 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
-$27.5M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$23.1M |
CGDV Hedge Fund Activity: Q1 2026 in Review
735 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q1 2026, worth a combined $21.7B — up 9.2% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new CGDV positions and 37 closed out — a net gain of 46 holders — while 433 added to existing stakes and 143 trimmed.
The largest buyer was LPL Financial, adding an estimated $371M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $30.7M sold.
- 735 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q1 2026, up from 701 in Q4 2025.
- Funds reported $21.7B of Capital Group Dividend Value ETF stock for Q1 2026, up 9.2% quarter-over-quarter.
- 83 funds opened new Capital Group Dividend Value ETF positions in Q1 2026 and 37 closed out, a net change of +46 holders.
- The largest Capital Group Dividend Value ETF buyer in Q1 2026 was LPL Financial, an estimated $371M added.
- The largest Capital Group Dividend Value ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $30.7M sold.
Based on aggregated 13F filings for Q1 2026.