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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 %
Comerica Bank
276
Comerica Bank
Texas
$869K +$75.1K +2,130 +9%
CFA
277
CWS Financial Advisors
Michigan
$833K +$1.45K +41 +0.2%
IA
278
IFP Advisors
Florida
$825K +$8.32K +236 +1%
BC
279
Barrett & Company
Rhode Island
$824K +$140K +3,959 +20%
TC
280
Trilogy Capital
California
$801K +$38.2K +1,083 +5%
CIS
281
Continental Investors Services
Washington
$792K -$70.7K -2,004 -8%
GFG
282
Goldstone Financial Group
Illinois
$791K +$32.2K +913 +4%
MWM
283
Merriman Wealth Management
Washington
$788K -$47.8K -1,355 -6%
BAG
284
Bridgewealth Advisory Group
California
$786K +$211K +5,638 +37%
KOMWMG
285
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$764K +$129K +3,657 +20%
CA
286
CapWealth Advisors
Tennessee
$764K -$115K -3,274 -13%
OWA
287
ORBA Wealth Advisors
Illinois
$763K – – –
CF
288
Convergence Financial
Missouri
$762K +$517K +14,655 +211%
KA
289
Kovack Advisors
Florida
$759K +$294K +8,333 +63%
BPC
290
Banque Pictet & Cie
Switzerland
$757K – – –
EFG
291
Elm3 Financial Group
Georgia
$746K +$746K +21,168 New
PTC
292
Private Trust Company
Ohio
$743K +$147K +4,177 +25%
CF
293
Centaurus Financial
California
$738K +$738K +20,923 New
BB
294
Burford Brothers
Texas
$732K +$37.1K +1,053 +5%
CWM
295
Cornerstone Wealth Management
Missouri
$727K +$261K +7,403 +56%
WI
296
Wintrust Investments
Illinois
$703K +$76.9K +2,182 +12%
GS
297
GTS Securities
New York
$702K -$2.23M -63,265 -76%
SGI
298
Summit Global Investments
Utah
$697K +$49.2K +1,396 +8%
TC
299
TownSquare Capital
Utah
$691K -$35.6K -1,009 -5%
TWM
300
Trueblood Wealth Management
Ohio
$690K +$112K +3,169 +19%
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