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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

71 hedge funds and large institutions have $263M invested in Capital Group Dividend Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+49
Holders Change %
+222.73%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
19
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$38.6M
2
JBA
2
Johnson Bixby & Associates
Washington
$19.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$16.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.4M
5
WAM
5
WNY Asset Management
New York
$13M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$1.24M +$509K +22,791 +70%
RJA
27
Raymond James & Associates
Florida
$1.16M +$1.16M +51,995 New
AAS
28
Avantax Advisory Services
Texas
$1.03M +$1.03M +46,150 New
OMC
29
Old Mission Capital
Illinois
$1.03M +$245K +10,991 +31%
ASN
30
Advisory Services Network
Georgia
$950K +$950K +42,570 New
DADC
31
D.A. Davidson & Co
Montana
$855K +$855K +38,296 New
Stifel Financial
32
Stifel Financial
Missouri
$850K +$850K +38,078 New
SN
33
Sittner & Nelson
Oregon
$837K +$837K +37,518 New
Jane Street
34
Jane Street
New York
$835K +$835K +37,418 New
HI
35
Harbour Investments
Wisconsin
$789K +$789K +35,360 New
CFGS
36
Concourse Financial Group Securities
Alabama
$747K +$406K +18,160 +119%
SWM
37
Silverlake Wealth Management
Vermont
$741K +$741K +33,203 New
Citadel Advisors
38
Citadel Advisors
Florida
$701K +$701K +31,402 New
SPC
39
Sigma Planning Corp
Michigan
$697K +$697K +31,217 New
LGWM
40
Litman Gregory Wealth Management
California
$690K +$690K +30,900 New
PAG
41
Private Advisor Group
New Jersey
$627K +$627K +28,092 New
SOS
42
Silver Oak Securities
Tennessee
$570K +$570K +25,153 New
MHB
43
Midwest Heritage Bank
Iowa
$537K +$537K +24,072 New
WI
44
Wintrust Investments
Illinois
$528K +$5.73K +257 +1%
VA
45
Valmark Advisers
Ohio
$524K +$524K +23,467 New
CBFP
46
Cedar Brook Financial Partners
Ohio
$478K +$478K +21,429 New
EFS
47
Essex Financial Services
Connecticut
$474K +$474K +21,217 New
USCWA
48
U.S. Capital Wealth Advisors
Texas
$465K +$465K +20,835 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$428K +$249K +11,125 +139%
PA
50
PFG Advisors
Arizona
$399K +$399K +17,858 New
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