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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

134 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, 75 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
134
Holders Change
+41
Holders Change %
+44.09%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
44
Increased
75
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$67M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$64.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$60.2M
4
RJA
4
Raymond James & Associates
Florida
$60.8M
5
CWS
5
Confluence Wealth Services
Pennsylvania
$30.7M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$2.53M
2
CFA
2
CWS Financial Advisors
Michigan
$0
3
HGERS
3
Householder Group Estate & Retirement Specialist
Arizona
$0
4
AWM
4
Axxcess Wealth Management
California
$6.68M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
P
26
&Partners
Tennessee
$10.5M +$3.31M +140,416 +46%
EA
27
Ergawealth Advisors
Illinois
$9.81M +$9.81M +416,036 New
SB
28
Strategic Blueprint
Georgia
$7.44M +$977K +41,432 +15%
FWS
29
FinDec Wealth Services
California
$6.69M +$6.69M +283,768 New
AWM
30
Axxcess Wealth Management
California
$6.68M -$155K -6,567 -2%
LNC
31
Lincoln National Corp
Pennsylvania
$6.34M +$3.05M +129,127 +93%
CA
32
Cetera Advisors
Colorado
$6.14M +$5.77M +244,476 +1,562%
H
33
HoyleCohen
California
$5.95M +$5.95M +252,037 New
OMC
34
Old Mission Capital
Illinois
$5.28M +$2.31M +98,058 +78%
Stifel Financial
35
Stifel Financial
Missouri
$5.16M +$3.06M +129,511 +145%
VA
36
Valmark Advisers
Ohio
$5.03M +$4.34M +184,100 +628%
BFS
37
Bard Financial Services
Connecticut
$4.67M +$351K +14,875 +8%
RLKPA
38
Robbie L. Kennerson P.A.
Florida
$3.85M +$3.85M +163,088 New
MFG
39
Merit Financial Group
Georgia
$3.51M +$1.58M +66,971 +82%
WI
40
Wintrust Investments
Illinois
$3.21M -$75.2K -3,186 -2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.93M +$2.2M +93,444 +303%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$2.84M +$1.96M +83,125 +223%
FTUS
43
Flow Traders U.S.
New York
$2.78M +$1.07M +45,462 +63%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$2.69M -$79.8K -3,384 -3%
SOS
45
Silver Oak Securities
Tennessee
$2.53M -$1.54M -65,355 -38%
HI
46
Harbour Investments
Wisconsin
$2.25M +$1.42M +60,126 +170%
SWIM
47
Smallwood Wealth Investment Management
New Jersey
$2.25M +$794K +33,663 +55%
DADC
48
D.A. Davidson & Co
Montana
$2.17M +$483K +20,468 +29%
SPC
49
Sigma Planning Corp
Michigan
$2.14M +$1.2M +50,678 +126%
PAG
50
Private Advisor Group
New Jersey
$2.06M +$1.1M +121,762 +113%
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