CGDV icon

Capital Group Dividend Value ETF

305 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, 194 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.42%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.49%
New
54
Increased
194
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$32.6M +$4.35M +133,986 +15%
OMC
27
Old Mission Capital
Illinois
$28.3M +$15.7M +484,444 +125%
SIAS
28
Summit Investment Advisory Services
Minnesota
$26.8M -$320K -9,861 -1%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$26.8M +$1.43M +44,104 +6%
CA
30
Continuum Advisory
Idaho
$26.3M +$2.21M +67,287 +9%
GWANC
31
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.5M +$3.38M +103,937 +15%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$25.4M -$110K -3,375 -0.4%
BCA
33
Bay Colony Advisors
Massachusetts
$24.5M +$9.34M +287,346 +62%
HIC
34
Hartline Investment Corp
Illinois
$24.5M +$24.5M +752,648 New
Morgan Stanley
35
Morgan Stanley
New York
$23.5M +$22.8M +702,472 +3,301%
SFA
36
Souders Financial Advisors
Ohio
$23.2M +$815K +25,072 +4%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$22.1M +$217K +6,676 +1%
DWM
38
Dechtman Wealth Management
Colorado
$22M +$1.36M +41,808 +7%
LNC
39
Lincoln National Corp
Pennsylvania
$21.7M +$5.02M +154,437 +30%
AWS
40
Atria Wealth Solutions
New York
$21.5M +$1.56M +47,932 +8%
PAG
41
Private Advisor Group
New Jersey
$20.5M +$3.94M +121,135 +24%
AWM
42
Axxcess Wealth Management
California
$20.1M -$706K -21,731 -3%
GRP
43
Global Retirement Partners
California
$20M +$404K +12,436 +2%
EFG
44
Erickson Financial Group
Pennsylvania
$20M +$340K +10,463 +2%
NA
45
NewEdge Advisors
Louisiana
$19.8M +$8.14M +250,442 +70%
VA
46
Valmark Advisers
Ohio
$19.1M +$2.14M +65,963 +13%
WWM
47
WJ Wealth Management
Arizona
$18.7M +$512K +15,757 +3%
Truist Financial
48
Truist Financial
North Carolina
$18.4M +$835K +25,684 +5%
BCI
49
Brinker Capital Investments
Pennsylvania
$18.2M +$42.2K +1,297 +0.2%
OPS
50
Orion Portfolio Solutions
Nebraska
$18.2M +$42.2K +1,297 +0.2%