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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

383 hedge funds and large institutions have $8.15B invested in Capital Group Dividend Value ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 238 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+37
Holders Change %
+10.69%
% of All Funds
5.54%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.51%
New
59
Increased
238
Reduced
54
Closed
17
Calls
–
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$225K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
LPL Financial
LPL Financial
California
+$124M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$65.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$62.1M
5
ACM
Advance Capital Management
Michigan
+$61.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$68.9M
2
WI
Wintrust Investments
Illinois
-$5.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.35M
4
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
-$3.85M
5
SW
Simplicity Wealth
New Jersey
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
326
Compass Ion Advisors
Pennsylvania
$257K +$257K +7,051 New
CWA
327
CJM Wealth Advisers
Virginia
$256K – – –
BMWM
328
Brown Miller Wealth Management
Virginia
$253K – – –
CF
329
Convergence Financial
Missouri
$253K +$253K +6,946 New
RA
330
RFG Advisory
Alabama
$251K +$251K +6,881 New
1WA
331
180 Wealth Advisors
Washington
$249K +$249K +6,834 New
PFS
332
Prospect Financial Services
New York
$248K +$248K +6,795 New
MA
333
MONECO Advisors
Connecticut
$242K +$242K +6,650 New
GWSG
334
GPS Wealth Strategies Group
Colorado
$228K -$11.8K -325 -5%
HAM
335
Harmony Asset Management
Arizona
$226K +$226K +6,198 New
IF
336
Intrua Financial
Texas
$220K +$220K +6,048 New
LFG
337
Larson Financial Group
Missouri
$220K – – –
WCFA
338
Walkner Condon Financial Advisors
Wisconsin
$219K +$219K +6,000 New
AFAS
339
Acorn Financial Advisory Services
Virginia
$216K +$216K +5,925 New
PCS
340
Private Client Services
Kentucky
$214K +$214K +5,862 New
SFM
341
Signet Financial Management
New Jersey
$210K +$210K +5,775 New
CLA
342
Carnegie Lake Advisors
New Jersey
$209K +$209K +5,722 New
FA
343
Fermata Advisors
California
$207K +$207K +5,683 New
CWM
344
CarsonAllaria Wealth Management
Illinois
$205K +$437 +12 +0.2%
CL
345
CIM LLC
New York
$203K +$203K +5,570 New
BRWA
346
B. Riley Wealth Advisors
Florida
$201K +$201K +5,509 New
Bessemer Group
347
Bessemer Group
New Jersey
$173K – – –
Russell Investments Group
348
Russell Investments Group
United Kingdom
$169K +$144K +3,951 +578%
FHA
349
First Horizon Advisors
Tennessee
$169K +$45.8K +1,258 +37%
TSMHT
350
Thurston Springer Miller Herd & Titak
Indiana
$163K +$11.1K +304 +7%
12 13
14
15 16