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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

456 hedge funds and large institutions have $13.9B invested in Capital Group Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 262 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
456
Holders Change
+73
Holders Change %
+19.06%
% of All Funds
6.07%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.71%
New
104
Increased
262
Reduced
58
Closed
25
Calls
$106K
Puts
$24K
Net Calls
+$82K
Net Calls Change
+$301K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.84B
2
LPL Financial
2
LPL Financial
California
$775M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$298M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$393M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$94.7M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$635K
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
FSA
3
Financial Services Advisory
Maryland
$20.7M
4
MLRA
4
Main Line Retirement Advisors
Montana
$2.01M
5
SFC
5
Swisher Financial Concepts
Ohio
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$24.3M +$1.23M +34,932 +5%
SA
52
Sanctuary Advisors
Indiana
$23.9M +$1.06M +28,809 +5%
BEI
53
Benjamin Edwards Inc
Missouri
$22.6M +$1.52M +42,981 +7%
WWM
54
WJ Wealth Management
Arizona
$22.5M +$111K +3,134 +0.5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$22.2M +$494K +14,022 +2%
AWM
56
Axxcess Wealth Management
California
$22.1M -$795K -22,548 -3%
OPS
57
Orion Portfolio Solutions
Nebraska
$21.9M +$579K +16,426 +3%
BCI
58
Brinker Capital Investments
Pennsylvania
$21.9M +$579K +16,426 +3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$21.8M +$2.7M +76,656 +14%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$21.7M +$2.44M +69,330 +13%
CSP
61
Cary Street Partners
Virginia
$21M +$21M +594,321 New
FSA
62
Financial Services Advisory
Maryland
$20.7M -$13.5M -384,071 -40%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$19.7M +$2.99M +84,851 +18%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$18.4M -$3.32M -94,122 -15%
HighTower Advisors
65
HighTower Advisors
Illinois
$18.4M +$824K +23,376 +5%
EA
66
Ergawealth Advisors
Illinois
$18.1M +$983K +27,886 +6%
MHB
67
Midwest Heritage Bank
Iowa
$18M +$2.03M +57,501 +13%
PA
68
Procyon Advisors
Connecticut
$18M +$5.51M +156,205 +44%
SB
69
Strategic Blueprint
Georgia
$17.8M +$2.09M +59,227 +13%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$17.3M +$1.64M +46,522 +10%
Jane Street
71
Jane Street
New York
$17.1M +$3.37M +95,565 +25%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$16.9M +$1.76M +49,789 +12%
ASN
73
Advisory Services Network
Georgia
$16.6M +$1.96M +55,674 +13%
RHP
74
Royal Harbor Partners
Texas
$16M +$616K +17,459 +4%
William Blair & Company
75
William Blair & Company
Illinois
$15.5M +$1.42M +40,257 +10%
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