Capital Group Dividend Value ETF
CGDV
135 hedge funds and large institutions have $917M invested in Capital Group Dividend Value ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 7 reducing their positions, and 2 closing their positions.
2,100% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 2
986% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 7
111% more capital invested
Capital invested by funds: $435M → $917M (+$482M)
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
44% more funds holding
Funds holding: 94 → 135 (+41)
2.53% more ownership
Funds ownership: 63.82% → 66.35% (+2.5%)
Top Buyers
Top Sellers
CGDV Hedge Fund Activity: Q4 2022 in Review
135 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q4 2022, worth a combined $917M — up 111% from $435M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new CGDV positions and 2 closed out — a net gain of 42 holders — while 76 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $40.2M. The largest seller was Silver Oak Securities, cutting an estimated $1.5M.
- 135 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q4 2022, up from 94 in Q3 2022.
- Funds reported $917M of Capital Group Dividend Value ETF stock for Q4 2022, up 111% quarter-over-quarter.
- 44 funds opened new Capital Group Dividend Value ETF positions in Q4 2022 and 2 closed out, a net change of +42 holders.
- The largest Capital Group Dividend Value ETF buyer in Q4 2022 was LPL Financial, an estimated $40.2M added.
- The largest Capital Group Dividend Value ETF seller in Q4 2022 was Silver Oak Securities, an estimated $1.5M sold.
Based on aggregated 13F filings for Q4 2022.