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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 %
LBC
351
Leigh Baldwin & Co
New York
$371K +$371K +10,511 New
SCM
352
Saxony Capital Management
Missouri
$370K +$5.92K +168 +2%
ACM
353
Advisors Capital Management
New Jersey
$355K +$3.28K +93 +0.9%
MA
354
MONECO Advisors
Connecticut
$355K +$120K +3,408 +51%
WF
355
Warner Financial
Maryland
$349K +$40.4K +1,147 +13%
WFS
356
WealthGarden F.S.
California
$347K -$6.98K -198 -2%
AFG
357
Allegheny Financial Group
Pennsylvania
$346K +$346K +9,813 New
EFP
358
Envision Financial Planning
Tennessee
$341K +$1.52K +43 +0.4%
FA
359
Faithward Advisors
Pennsylvania
$340K +$56.6K +1,605 +20%
FF
360
Francis Financial
$334K – – –
FP
361
Financial Perspectives
Minnesota
$330K +$23.1K +656 +8%
RIG
362
RiverFront Investment Group
Virginia
$319K +$319K +9,050 New
TI
363
tru Independence
Oregon
$311K +$1.41K +40 +0.5%
PW
364
PUREfi Wealth
Massachusetts
$307K +$307K +8,700 New
LSA
365
Lion Street Advisors
Texas
$307K – – –
CIA
366
Compass Ion Advisors
Pennsylvania
$305K +$56.3K +1,598 +23%
HFA
367
High Falls Advisors
New York
$303K +$952 +27 +0.3%
GWM
368
Geneos Wealth Management
Colorado
$297K +$30.6K +869 +12%
TWM
369
Triton Wealth Management
Arizona
$296K +$296K +8,024 New
HA
370
HFG Advisors
Ohio
$294K – – –
SFWC
371
Strategic Family Wealth Counselors
New Jersey
$293K – – –
WCFA
372
Walkner Condon Financial Advisors
Wisconsin
$293K +$81.1K +2,300 +38%
WAM
373
Weatherly Asset Management
California
$290K +$290K +8,218 New
GF
374
Gimbal Financial
Indiana
$290K – – –
WA
375
Waverly Advisors
Alabama
$286K +$286K +8,109 New
13 14
15
16 17