CGDV icon

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 %
BGAI
251
Bruce G. Allen Investments
Colorado
$299K +$26.9K +828 +10%
OPPS
252
Obsidian Personal Planning Solutions
Maryland
$292K +$292K +9,215 New
IAS
253
Investment Advisory Services
Texas
$287K +$287K +8,828 New
TI
254
tru Independence
Oregon
$284K -$8.65K -266 -3%
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$280K +$28.6K +880 +11%
LSA
256
Lion Street Advisors
Texas
$274K – – –
KA
257
Kovack Advisors
Florida
$273K +$273K +8,403 New
JWCA
258
J.W. Cole Advisors
Florida
$273K +$11.9K +367 +5%
HA
259
HFG Advisors
Ohio
$271K +$271K +8,340 New
SFWC
260
Strategic Family Wealth Counselors
New Jersey
$270K – – –
GF
261
Gimbal Financial
Indiana
$267K – – –
FF
262
Francis Financial
$259K +$259K +7,982 New
FP
263
Financial Perspectives
Minnesota
$242K +$4.65K +143 +2%
SCM
264
Saxony Capital Management
Missouri
$238K +$13.8K +426 +6%
TWM
265
Trueblood Wealth Management
Ohio
$234K +$234K +7,211 New
SCA
266
Snowden Capital Advisors
New York
$232K +$232K +7,121 New
BW
267
Bison Wealth
Georgia
$230K +$230K +7,064 New
CWA
268
CJM Wealth Advisers
Virginia
$229K +$229K +7,037 New
HFA
269
High Falls Advisors
New York
$229K – – –
BMWM
270
Brown Miller Wealth Management
Virginia
$226K – – –
BAG
271
Bridgewealth Advisory Group
California
$222K +$222K +6,816 New
LFG
272
Larson Financial Group
Missouri
$196K +$71.5K +2,200 +57%
CWM
273
CarsonAllaria Wealth Management
Illinois
$182K +$182K +5,596 New
Bessemer Group
274
Bessemer Group
New Jersey
$154K -$11.6K -357 -7%
GWM
275
Geneos Wealth Management
Colorado
$123K +$4.62K +142 +4%
9 10
11
12 13