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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
$4.84B
2
LPL Financial
LPL Financial
California
$775M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$298M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$393M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$94.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$635K
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
3
FSA
Financial Services Advisory
Maryland
$20.7M
4
MLRA
Main Line Retirement Advisors
Montana
$2.01M
5
SFC
Swisher Financial Concepts
Ohio
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Meridian Wealth Management
Kentucky
$511K – – –
MFA
327
Mayflower Financial Advisors
Massachusetts
$507K – – –
JWBC
328
John W. Brooker & Co
California
$506K +$151K +4,281 +43%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$502K +$56.8K +1,610 +13%
GWP
330
Gateway Wealth Partners
Wisconsin
$499K +$133K +3,779 +36%
CWA
331
CJM Wealth Advisers
Virginia
$493K +$245K +6,950 +99%
IAS
332
Investment Advisory Services
Texas
$465K +$67.5K +1,913 +17%
ME
333
McIlrath & Eck
Washington
$453K -$247 -7 -0.1%
AIM
334
Anchor Investment Management
South Carolina
$438K – – –
JF
335
JSF Financial
California
$422K +$422K +11,957 New
SCA
336
Snowden Capital Advisors
New York
$418K +$143K +4,054 +52%
CCP
337
Cushing Capital Partners
Wisconsin
$412K +$412K +11,696 New
SIS
338
Strategic Investment Solutions
Illinois
$411K +$79.6K +2,257 +24%
JWCA
339
J.W. Cole Advisors
Florida
$409K -$37K -1,049 -8%
SWMG
340
Signature Wealth Management Group
Georgia
$408K +$7.41K +210 +2%
NCFG
341
New Century Financial Group
New Jersey
$404K +$3.34K +94 +0.8%
CA
342
Calton & Associates
Florida
$402K -$472K -13,396 -54%
OWA
343
Octavia Wealth Advisors
Ohio
$396K +$776 +22 +0.2%
HWM
344
HB Wealth Management
Georgia
$396K +$1.48K +42 +0.4%
QFA
345
Quantum Financial Advisors
California
$395K – – –
NAS
346
NWF Advisory Services
California
$395K +$395K +11,203 New
BFG
347
Berger Financial Group
Minnesota
$390K +$390K +11,051 New
FIM
348
Freedom Investment Management
Connecticut
$383K +$7.44K +211 +2%
OPPS
349
Obsidian Personal Planning Solutions
Maryland
$374K +$35.3K +960 +10%
VFG
350
Victory Financial Group
Texas
$371K +$371K +10,532 New
12 13
14
15 16