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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

71 hedge funds and large institutions have $263M invested in Capital Group Dividend Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+49
Holders Change %
+222.73%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
19
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
$38.6M
2
JBA
Johnson Bixby & Associates
Washington
$19.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.4M
5
WAM
WNY Asset Management
New York
$13M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
51
NWAM LLC
Washington
$339K +$339K +15,230 New
AG
52
Ascent Group
Virginia
$305K – – –
AAS
53
Ameritas Advisory Services
Nebraska
$300K +$300K +13,450 New
FFS
54
Founders Financial Securities
Maryland
$290K +$290K +13,000 New
SWMG
55
Signature Wealth Management Group
Georgia
$265K +$265K +11,871 New
BAM
56
Belpointe Asset Management
Nevada
$238K +$147K +6,575 +161%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$231K +$231K +10,359 New
CFA
58
CWS Financial Advisors
Michigan
$230K +$230K +10,291 New
ME
59
McIlrath & Eck
Washington
$175K +$166K +7,401 +1,771%
CF
60
Centaurus Financial
California
$131K +$131K +5,848 New
FP
61
Financial Perspectives
Minnesota
$127K +$108K +4,822 +549%
IA
62
IFP Advisors
Florida
$86K – – –
AF
63
Allworth Financial
California
$86K +$86K +3,850 New
WWP
64
WR Wealth Planners
Missouri
$40K +$40K +1,790 New
SWM
65
SeaCrest Wealth Management
New York
$39K +$39K +1,746 New
APA
66
American Portfolios Advisors
New York
$38K +$36.4K +1,629 +2,172%
CFD
67
Creative Financial Designs
Indiana
$22K +$22K +1,000 New
TCWM
68
Total Clarity Wealth Management
Illinois
$22K +$22K +1,000 New
CWC
69
Carolinas Wealth Consulting
North Carolina
$15K +$15K +668 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +475 New
HNWAG
71
High Net Worth Advisory Group
Florida
$11K +$11K +500 New
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