CGDV icon

Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

346 hedge funds and large institutions have $6.29B invested in Capital Group Dividend Value ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 39 reducing their positions, and 19 closing their positions.

Holders
346
Holders Change
+41
Holders Change %
+13.44%
% of All Funds
5.03%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.45%
New
64
Increased
217
Reduced
39
Closed
19
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$300M
2
Morgan Stanley
2
Morgan Stanley
New York
$126M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$152M
4
LPL Financial
4
LPL Financial
California
$421M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$196M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$725K
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
HIC
3
Hartline Investment Corp
Illinois
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
26
Bogart Wealth LLC
Virginia
$40.4M 1,223,894 +944,834 +339%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$39.9M 1,210,564 +206,690 +21%
ACA
28
Aptus Capital Advisors
Alabama
$35.5M 1,074,577 -42,849 -4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$34.9M 1,058,212 +234,367 +28%
PAG
30
Private Advisor Group
New Jersey
$30.4M 921,732 +292,390 +46%
GWANC
31
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.5M 894,761 +108,725 +14%
NA
32
NewEdge Advisors
Louisiana
$28.2M 855,809 +245,468 +40%
BCA
33
Bay Colony Advisors
Massachusetts
$27.6M 837,659 +85,011 +11%
CA
34
Continuum Advisory
Idaho
$27.3M 827,555 +26,471 +3%
GKWIM
35
Gerber Kawasaki Wealth & Investment Management
California
$26.8M 810,822 +29,388 +4%
AWS
36
Atria Wealth Solutions
New York
$26.5M 800,693 +140,679 +21%
SEI Investments
37
SEI Investments
Pennsylvania
$25M 757,308 +757,308 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$24.3M 736,048 +55,057 +8%
SFA
39
Souders Financial Advisors
Ohio
$24M 728,080 +13,907 +2%
KIM
40
Kestra Investment Management
Texas
$23.9M 723,661 +723,661 New
Jones Financial Companies
41
Jones Financial Companies
Missouri
$22M 666,962 +557,430 +509%
VA
42
Valmark Advisers
Ohio
$21.9M 663,862 +75,447 +13%
Truist Financial
43
Truist Financial
North Carolina
$21.8M 660,615 +93,773 +17%
AWM
44
Axxcess Wealth Management
California
$21.3M 645,019 +27,310 +4%
GRP
45
Global Retirement Partners
California
$21.1M 639,939 +23,590 +4%
EFG
46
Erickson Financial Group
Pennsylvania
$20.8M 629,158 +14,127 +2%
WWM
47
WJ Wealth Management
Arizona
$20.1M 610,497 +36,208 +6%
SA
48
Sanctuary Advisors
Indiana
$20M 624,153 +624,153 New
P
49
&Partners
Tennessee
$18.9M 572,937 +38,332 +7%
PFS
50
Prospera Financial Services
Texas
$18.9M 573,294 +177,804 +45%
1
2
3 4 5