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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

456 hedge funds and large institutions have $13.9B invested in Capital Group Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 262 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+73
Holders Change %
+19.06%
% of All Funds
6.07%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.71%
New
104
Increased
262
Reduced
58
Closed
25
Calls
$106K
Puts
$24K
Net Calls
+$82K
Net Calls Change
+$301K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$535M
2
LPL Financial
LPL Financial
California
+$205M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$88.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$39.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$22.2M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$21.6M
3
FSA
Financial Services Advisory
Maryland
-$13.5M
4
MLRA
Main Line Retirement Advisors
Montana
-$10.6M
5
SFC
Swisher Financial Concepts
Ohio
-$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
226
OneAscent Financial Services
Alabama
$1.73M +$1.73M +49,031 New
OL
227
Owen LaRue
Kentucky
$1.73M +$10.3K +292 +0.6%
AIP
228
Ameritas Investment Partners
Nebraska
$1.7M +$93.9K +2,663 +6%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$1.69M +$1,000K +28,351 +145%
LA
230
Latitude Advisors
Florida
$1.68M +$181K +5,146 +12%
NECFA
231
New England Capital Financial Advisors
Connecticut
$1.64M +$590K +16,732 +56%
FPF
232
First Pacific Financial
Washington
$1.59M +$285K +8,090 +22%
MSAM
233
Moloney Securities Asset Management
Missouri
$1.57M +$372K +10,539 +31%
CPA
234
Clear Point Advisors
New York
$1.56M +$105K +2,973 +7%
PWM
235
Pines Wealth Management
North Carolina
$1.51M +$1.51M +43,118 New
PCIA
236
Prime Capital Investment Advisors
Kansas
$1.49M +$671K +19,037 +82%
CP
237
Capital Planning
Washington
$1.47M -$5.15K -146 -0.3%
AWM
238
Accel Wealth Management
Iowa
$1.46M +$815K +23,124 +126%
LF
239
Lantz Financial
Illinois
$1.44M +$18.4K +523 +1%
RIA
240
Realta Investment Advisors
Delaware
$1.44M +$1.44M +40,424 New
PPWP
241
Premier Path Wealth Partners
New Jersey
$1.38M +$247 +7 +0%
ACM
242
Aurdan Capital Management
Pennsylvania
$1.36M +$1.36M +38,497 New
SW
243
SteelPeak Wealth
California
$1.35M -$4.44K -126 -0.3%
WA
244
WESPAC Advisors
California
$1.34M -$296K -8,398 -18%
JCM
245
Jacobi Capital Management
Pennsylvania
$1.33M +$105K +2,987 +9%
EWS
246
Evergreen Wealth Solutions
Pennsylvania
$1.31M +$703K +19,948 +115%
LGWM
247
Litman Gregory Wealth Management
California
$1.3M +$46.8K +1,327 +4%
FC
248
Financial Council
Maryland
$1.29M +$176K +4,990 +16%
FGA
249
Fortis Group Advisors
New Jersey
$1.25M +$203K +5,763 +19%
NFA
250
Northwest Financial Advisors
Virginia
$1.24M +$325K +9,227 +36%
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