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 %
FHA
276
First Horizon Advisors
Tennessee
$109K -$1.4K -43 -1%
MSFP
277
Mark Sheptoff Financial Planning
Connecticut
$105K +$74.7K +2,297 +248%
FCA
278
FinTrust Capital Advisors
South Carolina
$97.5K – – –
HCM
279
Highlander Capital Management
New Jersey
$90.7K +$90.7K +2,790 New
WAS
280
Winch Advisory Services
Wisconsin
$90K – – –
MG
281
Mather Group
Illinois
$75.6K +$75.6K +2,534 New
GWSG
282
GPS Wealth Strategies Group
Colorado
$69.6K – – –
FFA
283
Farther Finance Advisors
California
$52.3K +$52.3K +1,609 New
RCM
284
Raleigh Capital Management
North Carolina
$45.4K -$20.7K -637 -31%
Russell Investments Group
285
Russell Investments Group
United Kingdom
$41.8K +$41.8K +1,286 New
BTI
286
Blue Trust Inc
Georgia
$39K – – –
TCG
287
Transcendent Capital Group
Oklahoma
$36.2K – – –
GWS
288
Glassman Wealth Services
Virginia
$28.6K +$28.6K +880 New
AIC
289
Archer Investment Corporation
Indiana
$25.1K – – –
SC
290
SouthState Corp
Florida
$25K +$25K +770 New
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$24.4K +$24.4K +750 New
FCG
292
Financial Connections Group
California
$23K +$23K +690 New
VNA
293
Valley National Advisers
Pennsylvania
$22K +$22K +695 New
HNB
294
Huntington National Bank
Ohio
$17.6K -$55.6K – –
CCMI
295
Creative Capital Management Investments
California
$16.9K +$16.9K +520 New
NL
296
NVWM LLC
Pennsylvania
$16.3K – – –
JFG
297
JDM Financial Group
Texas
$13.8K – – –
MIA
298
Milestone Investment Advisors
Wisconsin
$9.62K +$9.62K +296 New
PCM
299
Penserra Capital Management
California
$7K +$7K +241 New
CFB
300
Cullen/Frost Bankers
Texas
$5.14K +$5.14K +158 New
9 10 11
12
13