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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 %
WIC
251
Woodmont Investment Counsel
Tennessee
$1.21M +$350K +9,924 +41%
FHA
252
Flagship Harbor Advisors
Massachusetts
$1.19M +$1.19M +33,611 New
Citadel Advisors
253
Citadel Advisors
Florida
$1.16M +$1.16M +32,936 New
PFA
254
Professional Financial Advisors
Nebraska
$1.16M +$13.5K +383 +1%
Creative Planning
255
Creative Planning
Kansas
$1.13M +$134K +3,792 +13%
CC
256
Commons Capital
Massachusetts
$1.08M +$1.08M +30,614 New
PIA
257
Perennial Investment Advisors
California
$1.08M +$1.08M +30,586 New
NL
258
NWAM LLC
Washington
$1.07M – – –
BAM
259
Belpointe Asset Management
Nevada
$1.05M +$3.9K +109 +0.4%
RA
260
RFG Advisory
Alabama
$1.05M +$812K +23,025 +335%
GS
261
GWN Securities
Florida
$1.03M +$1.03M +28,228 New
CIA
262
Capital Investment Advisors
Georgia
$1.02M +$1.02M +29,011 New
RCA
263
Riverview Capital Advisers
Massachusetts
$1.02M +$132K +3,731 +15%
SFG
264
Stonebridge Financial Group
Pennsylvania
$1.01M +$1.01M +28,619 New
CFB
265
Cullen/Frost Bankers
Texas
$991K +$261K +7,398 +36%
GIA
266
Gladstone Institutional Advisory
Florida
$980K +$623K +17,670 +175%
MCA
267
MSH Capital Advisors
Arizona
$979K +$90.3K +2,562 +10%
OHWA
268
Oak Hill Wealth Advisors
Virginia
$976K +$976K +27,668 New
TWM
269
Tradition Wealth Management
Minnesota
$955K +$30.5K +864 +3%
KW
270
KWB Wealth
California
$946K +$946K +25,970 New
TCWM
271
Total Clarity Wealth Management
Illinois
$934K +$119K +3,362 +15%
IA
272
IFG Advisory
Georgia
$924K +$469K +13,306 +103%
MWM
273
Mascagni Wealth Management
Mississippi
$899K +$899K +25,236 New
CWMS
274
Cannon Wealth Management Services
North Carolina
$895K -$84.7K -2,316 -9%
Ameriprise
275
Ameriprise
Minnesota
$870K +$870K +24,676 New
9 10
11
12 13