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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

305 hedge funds and large institutions have $5.14B invested in Capital Group Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.42%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.49%
New
54
Increased
194
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$101M
2
LPL Financial
LPL Financial
California
+$79.9M
3
Wells Fargo
Wells Fargo
California
+$54.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$49.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$39M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$38.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$26.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.78M
4
Jane Street
Jane Street
New York
-$2.38M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
226
Great Valley Advisor Group
Delaware
$474K +$177K +5,456 +60%
HIA
227
Harbor Investment Advisory
Maryland
$465K +$263K +8,100 +131%
RK
228
Rather & Kittrell
Tennessee
$452K +$452K +13,908 New
CHJWM
229
Carlton Hofferkamp & Jenks Wealth Management
Texas
$446K +$511 +16 +0.1%
MFA
230
Mayflower Financial Advisors
Massachusetts
$437K +$437K +13,449 New
SCM
231
SOL Capital Management
Maryland
$406K +$406K +12,507 New
MFG
232
Magnus Financial Group
New York
$393K +$393K +12,096 New
ME
233
McIlrath & Eck
Washington
$393K +$9.95K +306 +3%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$390K +$390K +12,011 New
RG
235
Retirement Group
California
$390K +$321K +9,881 +469%
VCM
236
Virtue Capital Management
Tennessee
$381K +$381K +11,957 New
AWM
237
Accel Wealth Management
Iowa
$375K +$65.5K +2,014 +21%
SWMG
238
Signature Wealth Management Group
Georgia
$362K -$9.39K -302 -3%
EWM
239
Echo Wealth Management
Minnesota
$362K +$362K +11,139 New
WAM
240
WealthTrust Asset Management
Florida
$361K -$20.8K -640 -5%
TAM
241
Titleist Asset Management
Texas
$361K +$361K +11,113 New
RCAG
242
Rehmann Capital Advisory Group
Michigan
$355K +$61.4K +1,890 +21%
MCA
243
MSH Capital Advisors
Arizona
$341K +$102K +3,129 +43%
OWA
244
Octavia Wealth Advisors
Ohio
$338K -$9.39K -288 -3%
SGI
245
Summit Global Investments
Utah
$332K +$87.2K +2,683 +36%
ACM
246
Advisors Capital Management
New Jersey
$322K +$1.79K +55 +0.6%
EFP
247
Envision Financial Planning
Tennessee
$311K -$30.4K -934 -9%
Comerica Bank
248
Comerica Bank
Texas
$309K +$60.3K +1,855 +24%
IAIM
249
International Assets Investment Management
Florida
$306K +$13K +400 +4%
RW
250
Rockport Wealth
Ohio
$301K +$301K +9,258 New
8 9
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