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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

159 hedge funds and large institutions have $1.11B invested in Capital Group Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+25
Holders Change %
+18.66%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
39
Increased
90
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIAS
Summit Investment Advisory Services
Minnesota
$19.8M
2
Stifel Financial
Stifel Financial
Missouri
$22.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
4
LPL Financial
LPL Financial
California
$85.1M
5
GRP
Global Retirement Partners
California
$11.4M

Top Sellers

1
CII
Capital International Inc
California
$13.7M
2
OMC
Old Mission Capital
Illinois
$2.05M
3
MML Investors Services
MML Investors Services
Massachusetts
$15.9M
4
CIP
Cornerstone Investment Partners
Georgia
$0
5
Jane Street
Jane Street
New York
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$12.3M -$953K -38,198 -7%
CAN
27
Cetera Advisor Networks
California
$12.2M +$918K +36,819 +8%
GRP
28
Global Retirement Partners
California
$11.4M +$11.3M +450,756 +106,060%
P
29
&Partners
Tennessee
$11.3M +$104K +4,126 +0.9%
AT
30
Arden Trust
Delaware
$10.9M +$10.9M +438,679 New
SB
31
Strategic Blueprint
Georgia
$9.27M +$1.4M +55,999 +18%
CA
32
Cetera Advisors
Colorado
$8.42M +$1.94M +77,627 +30%
LNC
33
Lincoln National Corp
Pennsylvania
$7.68M +$985K +39,512 +15%
H
34
HoyleCohen
California
$7.17M +$887K +35,577 +14%
AWM
35
Axxcess Wealth Management
California
$7.1M +$38.3K +1,534 +0.5%
FWS
36
FinDec Wealth Services
California
$7.02M -$58.5K -2,344 -0.8%
PAG
37
Private Advisor Group
New Jersey
$6.95M +$1.23M +49,494 +22%
VA
38
Valmark Advisers
Ohio
$6.73M +$1.41M +56,610 +27%
BFS
39
Bard Financial Services
Connecticut
$6.71M +$1.77M +71,125 +36%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$5.26M +$3.6M +144,299 +217%
NA
41
NewEdge Advisors
Louisiana
$4.9M +$1.14M +45,792 +30%
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$4.72M +$1.87M +75,027 +66%
ASN
43
Advisory Services Network
Georgia
$4.6M +$2.56M +102,535 +125%
DADC
44
D.A. Davidson & Co
Montana
$4.26M +$1.97M +78,979 +86%
MFG
45
Merit Financial Group
Georgia
$3.94M +$229K +9,180 +6%
AWS
46
Atria Wealth Solutions
New York
$3.87M +$3.42M +136,957 +747%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$3.82M +$717K +28,768 +23%
WI
48
Wintrust Investments
Illinois
$3.46M +$60.3K +2,416 +2%
CL
49
Choreo LLC
Illinois
$3.27M +$3.27M +130,677 New
USCWA
50
U.S. Capital Wealth Advisors
Texas
$3.25M +$244K +9,792 +8%
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