Capital Group Dividend Value ETFCGDV
CGDV
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
349% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 67
165% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 26
7% more funds holding
Funds holding: 453 [Q4 2024] → 483 (+30) [Q1 2025]
6% more funds holding in top 10
Funds holding in top 10: 53 [Q4 2024] → 56 (+3) [Q1 2025]
1.47% more ownership
Funds ownership: 73.64% [Q4 2024] → 75.1% (+1.47%) [Q1 2025]
22% less capital invested
Capital invested by funds: $13.9B [Q4 2024] → $10.8B (-$3.08B) [Q1 2025]
99% less call options, than puts
Call options by funds: $7K | Put options by funds: $527K
Research analyst outlook
We haven’t received any recent analyst ratings for CGDV.
Financial journalist opinion
Based on 4 articles about CGDV published over the past 30 days
Neutral
Zacks Investment Research
5 days ago
Active ETFs Catch a Wave of Investor Interest
Active ETFs are grabbing investor attention, with 39% of 2025 ETF flows and 94% of 2025 fund launches now tied to active strategies.
Positive
ETF Trends
1 week ago
ETF Prime: Rosenbluth Gives the Scoop on Active ETFs & Share Class Structure
On this week's episode of ETF Prime, VettaFi's Head of Research Todd Rosenbluth discusses the rise of active ETFs and anticipated ETF share class structure. Later, Fidelity's Eric Granat and Christine Thorpe spotlight the Fidelity Hedged Equity ETF (FHEQ) and the Fidelity Total Bond ETF (FBND).
Positive
Seeking Alpha
1 week ago
CGDV: Forget The Yield, This Active Dividend Value ETF Just Works
CGDV is a top-performing actively managed fund run by a team of five managers with extensive industry experience. Its expense ratio is 0.33% and CGDV has $16.68 billion in assets. Income is not the focus, despite a name that suggests otherwise. However, if readers can focus instead on total returns, they'll see that CGDV offers excellent and diversified factor mix. For example, CGDV's 52-stock portfolio has a 13.44% one-year estimated EPS growth rate on average, and net and free cash flow margins of 19.95% and 17.48%, respectively.
Neutral
Business Wire
3 weeks ago
CI Global Asset Management Expands Mutual Fund Suite with Mandates Focused on Artificial Intelligence, Global Equities and Undervalued U.S. Companies
TORONTO--(BUSINESS WIRE)---- $CGDV #CIFinancial--CI Global Asset Management launches mutual fund series of three CI GAM ETFs, providing expanded access to timely investment mandates.
Positive
Seeking Alpha
1 month ago
CGDV: An Elite Growth Fund But Not A Dividend Investment
Initiating coverage of the Capital Group Dividend Value ETF with a buy rating due to its solid growth and outperformance over benchmarks. CGDV has returned 40.53% over the last 3 years, outperforming the S&P 500's 28.32%, thanks to its focus on cyclical sectors and high-quality companies. The ETF's significant exposure to big-cap tech and financials, along with its focus on companies with strong cash flow, drives its consistent outperformance.
Positive
ETF Trends
2 months ago
Capital Group's Davis Talks Firm's 3 Years in ETFs, Outlook
Just about three years have passed since Capital Group entered the ETF ecosystem. Responding to advisor demand, per head of ETFs Scott Davis, the firm added six core strategies in the ETF wrapper.
Positive
ETF Trends
2 months ago
Active ETFs Steal the Show: Topping $1 Trillion Mark
Despite the ETF industry's passive roots, active has stolen the show. Active ETF assets just topped the $1 trillion threshold, making up nearly 10% of the total ETF pie.
Positive
Seeking Alpha
2 months ago
CGDV: Proven To Be More Effective Than Peers
I recommend the Capital Group Dividend Value ETF for its resilience during market volatility and potential for long-term outperformance through high-quality dividend stocks. CGDV's strategy includes a focused portfolio of 52 holdings, with significant exposure to industrial, healthcare, and technology sectors, enhancing its total return potential. Despite a low starting dividend yield of 1.5%, the Fund's holdings have strong free cash flows, indicating substantial future dividend growth.
Positive
ETF Trends
3 months ago
Models Will Further Boost Capital Group's ETF Presence
Three years after successfully launching its first ETFs, Capital Group has positioned itself for further growth. The firm announced today the rollout of eight ETF models portfolios.
Positive
Seeking Alpha
3 months ago
CGDV: A Mix Of Value And Exuberance
As a seasoned value investor, I emphasize the importance of thoroughly analyzing ETFs, like the Capital Group Dividend Value ETF (CGDV), to ensure they align with your investment style. CGDV offers a weird mix of low P/FCF value stocks and the more popular MAG 7, where valuations seem too optimistic. Past performance of ETFs isn't a reliable indicator; high past returns often lead to future underperformance due to stretched valuations.
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