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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 %
BGAI
376
Bruce G. Allen Investments
Colorado
$281K +$30.6K +869 +12%
PFS
377
Prospect Financial Services
New York
$279K +$39.8K +1,129 +17%
SEP
378
Southland Equity Partners
Missouri
$279K +$279K +7,901 New
SWM
379
SFG Wealth Management
Maryland
$276K +$276K +7,833 New
UAG
380
United Advisor Group
Ohio
$272K -$64.3K -1,823 -19%
BMWM
381
Brown Miller Wealth Management
Virginia
$269K +$24.3K +688 +10%
CAWM
382
Capital A Wealth Management
Pennsylvania
$265K +$265K +7,516 New
TPBG
383
Turning Point Benefit Group
Maryland
$265K +$265K +7,547 New
WEG
384
World Equity Group
Illinois
$264K +$7.05K +200 +3%
WA
385
Whipplewood Advisors
Colorado
$260K +$260K +7,361 New
BFG
386
Beacon Financial Group
Texas
$258K +$258K +7,311 New
SFC
387
Strategic Financial Concepts
Texas
$258K +$258K +7,309 New
Brown Advisory
388
Brown Advisory
Maryland
$253K +$253K +7,163 New
AC
389
Avant Capital
Louisiana
$249K +$249K +7,053 New
SI
390
Stephens Inc
Arkansas
$247K +$247K +6,999 New
1WA
391
180 Wealth Advisors
Washington
$246K +$5.04K +143 +2%
IF
392
Intrua Financial
Texas
$245K +$32.1K +910 +15%
GWSG
393
GPS Wealth Strategies Group
Colorado
$240K +$19K +538 +9%
AG
394
AmeriFlex Group
Nevada
$238K +$238K +6,468 New
VVP
395
Venture Visionary Partners
Ohio
$234K +$234K +6,642 New
PCS
396
Private Client Services
Kentucky
$231K +$24.4K +693 +12%
CL
397
CIM LLC
New York
$223K +$26.4K +748 +13%
BW
398
Bison Wealth
Georgia
$221K -$39.8K -1,128 -15%
RMP
399
Richards, Merrill & Peterson
Washington
$221K +$221K +6,270 New
LFG
400
Larson Financial Group
Missouri
$218K +$4.83K +137 +2%
14 15
16
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