Capital Group Dividend Value ETF
CGDV
306 hedge funds and large institutions have $5.14B invested in Capital Group Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 195 increasing their positions, 38 reducing their positions, and 8 closing their positions.
575% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 8
413% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 38
36% more funds holding in top 10
Funds holding in top 10: 25 → 34 (+9)
28% more capital invested
Capital invested by funds: $4.03B → $5.14B (+$1.11B)
15% more funds holding
Funds holding: 267 → 306 (+39)
0.73% less ownership
Funds ownership: 74.11% → 73.38% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$95.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$75.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$51.8M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$46.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$36.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$25.3M |
| 3 |
Renaissance Technologies
New York
|
-$4.52M |
| 4 |
Jane Street
New York
|
-$2.25M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.99M |
CGDV Hedge Fund Activity: Q1 2024 in Review
306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q1 2024, worth a combined $5.14B — up 28% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new CGDV positions and 8 closed out — a net gain of 46 holders — while 195 added to existing stakes and 38 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $95.5M. The largest seller was Capital International Investors, cutting an estimated $36.6M.
- 306 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q1 2024, up from 267 in Q4 2023.
- Funds reported $5.14B of Capital Group Dividend Value ETF stock for Q1 2024, up 28% quarter-over-quarter.
- 54 funds opened new Capital Group Dividend Value ETF positions in Q1 2024 and 8 closed out, a net change of +46 holders.
- The largest Capital Group Dividend Value ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $95.5M added.
- The largest Capital Group Dividend Value ETF seller in Q1 2024 was Capital International Investors, an estimated $36.6M sold.
Based on aggregated 13F filings for Q1 2024.