CGDV icon

Capital Group Dividend Value ETF

346 hedge funds and large institutions have $6.29B invested in Capital Group Dividend Value ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+41
Holders Change %
+13.44%
% of All Funds
5.03%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.45%
New
64
Increased
217
Reduced
39
Closed
19
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Shares
Change %
BMWM
301
Brown Miller Wealth Management
Virginia
$230K
FIM
302
Freedom Investment Management
Connecticut
$223K +$223K +6,755 New
GIA
303
Gladstone Institutional Advisory
Florida
$222K +$222K +6,716 New
CWM
304
Cornerstone Wealth Management
Missouri
$220K +$220K +6,673 New
HWM
305
HB Wealth Management
Georgia
$220K +$220K +6,663 New
GWSG
306
GPS Wealth Strategies Group
Colorado
$217K +$147K +4,445 +208%
GWM
307
Geneos Wealth Management
Colorado
$214K +$89.1K +2,701 +71%
IGWM
308
ICA Group Wealth Management
Colorado
$214K -$785K -23,780 -79%
TCG
309
Transcendent Capital Group
Oklahoma
$206K +$169K +5,134 +461%
LFG
310
Larson Financial Group
Missouri
$199K
CWM
311
CarsonAllaria Wealth Management
Illinois
$185K +$561 +17 +0.3%
Bessemer Group
312
Bessemer Group
New Jersey
$156K
SFC
313
Strategic Financial Concepts
Texas
$144K +$144K +29,543 New
TSMHT
314
Thurston Springer Miller Herd & Titak
Indiana
$138K +$138K +4,171 New
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$127K +$20.8K +629 +20%
FHA
316
First Horizon Advisors
Tennessee
$111K
FCA
317
FinTrust Capital Advisors
South Carolina
$99K
WAS
318
Winch Advisory Services
Wisconsin
$91.5K +$66 +2 +0.1%
ATPW
319
Ashton Thomas Private Wealth
Arizona
$88.1K +$88.1K +2,671 New
MG
320
Mather Group
Illinois
$82.4K
RFG
321
REAP Financial Group
Texas
$68.7K +$68.7K +2,082 New
IRC
322
Investors Research Corp
Georgia
$68.3K +$68.3K +2,071 New
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$66.2K -$2.26M -68,615 -97%
RCM
324
Raleigh Capital Management
North Carolina
$58.7K +$12.6K +381 +27%
FFA
325
Farther Finance Advisors
California
$54.3K +$1.22K +37 +2%