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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

159 hedge funds and large institutions have $1.11B invested in Capital Group Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+25
Holders Change %
+18.66%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
39
Increased
90
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIAS
1
Summit Investment Advisory Services
Minnesota
$19.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$22.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
GRP
5
Global Retirement Partners
California
$11.4M

Top Sellers

1
CII
1
Capital International Inc
California
$13.7M
2
OMC
2
Old Mission Capital
Illinois
$2.05M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$15.9M
4
CIP
4
Cornerstone Investment Partners
Georgia
$0
5
Jane Street
5
Jane Street
New York
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$3.17M +$2.56M +102,575 +416%
SPC
52
Sigma Planning Corp
Michigan
$3.15M +$879K +35,238 +39%
SOS
53
Silver Oak Securities
Tennessee
$3.02M +$349K +13,985 +13%
AI
54
Atria Investments
North Carolina
$2.8M +$2.8M +112,246 New
ACA
55
Aptus Capital Advisors
Alabama
$2.46M +$2.46M +98,341 New
SWIM
56
Smallwood Wealth Investment Management
New Jersey
$2.41M +$33.6K +1,349 +1%
BAM
57
Belpointe Asset Management
Nevada
$2.24M +$146K +5,857 +7%
AF
58
Advisornet Financial
Minnesota
$2.13M +$36.4K +1,460 +2%
MHB
59
Midwest Heritage Bank
Iowa
$2.05M +$322K +12,903 +19%
OMC
60
Old Mission Capital
Illinois
$2.05M -$3.53M -141,732 -63%
HI
61
Harbour Investments
Wisconsin
$2.02M -$359K -14,405 -15%
FTUS
62
Flow Traders U.S.
New York
$2.02M -$921K -36,942 -31%
SN
63
Sittner & Nelson
Oregon
$1.96M +$267K +10,689 +16%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1.77M +$1.77M +71,034 New
FAIM
65
Financial Advocates Investment Management
Washington
$1.68M -$1.92K -77 -0.1%
CWC
66
Carolinas Wealth Consulting
North Carolina
$1.58M +$366K +14,638 +30%
Goldman Sachs
67
Goldman Sachs
New York
$1.5M +$1.5M +60,000 New
EFS
68
Essex Financial Services
Connecticut
$1.46M +$311K +12,467 +27%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.42M -$8.51K -341 -0.6%
CBFP
70
Cedar Brook Financial Partners
Ohio
$1.41M +$15K +602 +1%
CFGS
71
Concourse Financial Group Securities
Alabama
$1.36M +$127K +5,100 +10%
BCA
72
Bay Colony Advisors
Massachusetts
$1.34M -$2.47K -100 -0.2%
CA
73
Carson Advisory
Georgia
$1.32M +$186K +7,457 +16%
OC
74
Oppenheimer & Co
New York
$1.2M +$430K +17,228 +56%
FEM
75
Fulcrum Equity Management
Texas
$1.14M +$1.14M +45,532 New
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