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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

134 hedge funds and large institutions have $917M invested in Capital Group Dividend Value ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
134
Holders Change
+41
Holders Change %
+44.09%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
44
Increased
75
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$67M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$64.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$60.2M
4
RJA
4
Raymond James & Associates
Florida
$60.8M
5
CWS
5
Confluence Wealth Services
Pennsylvania
$30.7M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$2.53M
2
CFA
2
CWS Financial Advisors
Michigan
$0
3
HGERS
3
Householder Group Estate & Retirement Specialist
Arizona
$0
4
AWM
4
Axxcess Wealth Management
California
$6.68M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$1.98M +$1.9M +80,745 +2,402%
BAM
52
Belpointe Asset Management
Nevada
$1.98M +$1.13M +47,911 +133%
ASN
53
Advisory Services Network
Georgia
$1.93M +$919K +38,945 +90%
MHB
54
Midwest Heritage Bank
Iowa
$1.64M +$682K +28,918 +71%
SN
55
Sittner & Nelson
Oregon
$1.61M +$407K +17,250 +34%
FAIM
56
Financial Advocates Investment Management
Washington
$1.59M +$357K +15,148 +29%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$1.57M +$280K +11,859 +22%
CIP
58
Cornerstone Investment Partners
Georgia
$1.48M +$1.48M +62,933 New
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$1.35M +$955K +40,480 +240%
CBFP
60
Cedar Brook Financial Partners
Ohio
$1.32M +$470K +19,904 +55%
BCA
61
Bay Colony Advisors
Massachusetts
$1.28M +$1.28M +54,187 New
WS
62
Wedbush Securities
California
$1.25M +$724K +30,700 +138%
CFGS
63
Concourse Financial Group Securities
Alabama
$1.16M +$374K +15,840 +47%
CWC
64
Carolinas Wealth Consulting
North Carolina
$1.15M +$872K +36,961 +316%
EFS
65
Essex Financial Services
Connecticut
$1.09M +$473K +20,056 +77%
CA
66
Carson Advisory
Georgia
$1.07M +$344K +14,573 +47%
MA
67
Mutual Advisors
Nebraska
$995K +$239K +10,133 +32%
PWA
68
Pillar Wealth Advisors
Pennsylvania
$992K +$992K +42,056 New
SWM
69
Silverlake Wealth Management
Vermont
$985K +$51.3K +2,173 +5%
Capital International Investors
70
Capital International Investors
California
$944K – – –
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$915K +$915K +38,770 New
CP
72
Capital Planning
Washington
$854K +$343K +14,543 +67%
BFA
73
Bill Few Associates
Pennsylvania
$847K +$847K +35,909 New
Cerity Partners
74
Cerity Partners
New York
$762K +$6.16K +261 +0.8%
CA
75
CapWealth Advisors
Tennessee
$754K -$7.97K -338 -1%
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3
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