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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

183 hedge funds and large institutions have $1.66B invested in Capital Group Dividend Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
2.89%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
35
Increased
103
Reduced
26
Closed
8
Calls
–
Puts
$1.21M
Net Calls
-$1.21M
Net Calls Change
-$1.21M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$152M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$49.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$61.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$103M

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$7.71M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$81
4
OMC
4
Old Mission Capital
Illinois
$506K
5
ASN
5
Advisory Services Network
Georgia
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$1.85M +$392K +14,480 +27%
CWC
77
Carolinas Wealth Consulting
North Carolina
$1.74M +$25.4K +936 +1%
FAIM
78
Financial Advocates Investment Management
Washington
$1.59M -$229K -8,483 -13%
IA
79
IFP Advisors
Florida
$1.58M +$875K +32,369 +124%
WS
80
Wedbush Securities
California
$1.55M +$350K +12,934 +29%
HF
81
HRT Financial
New York
$1.52M +$1.52M +56,311 New
OC
82
Oppenheimer & Co
New York
$1.52M +$220K +8,151 +17%
CA
83
Carson Advisory
Georgia
$1.49M +$63.2K +2,337 +4%
AF
84
Affiance Financial
Minnesota
$1.42M +$258K +9,553 +22%
CFGS
85
Concourse Financial Group Securities
Alabama
$1.39M -$89.2K -3,286 -6%
PWA
86
Pillar Wealth Advisors
Pennsylvania
$1.37M +$175K +6,467 +15%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.37M +$816K +30,162 +147%
SWM
88
Silverlake Wealth Management
Vermont
$1.35M +$158K +5,837 +13%
LWM
89
Lodestone Wealth Management
Washington
$1.32M +$873K +32,277 +197%
BFA
90
Bill Few Associates
Pennsylvania
$1.31M +$124K +4,598 +11%
OW
91
Olistico Wealth
Oklahoma
$1.3M +$1.3M +48,070 New
AFM
92
Armstrong Fleming & Moore
District of Columbia
$1.28M +$1.28M +47,420 New
PSCM
93
Per Stirling Capital Management
Texas
$1.24M +$1.24M +45,867 New
PGFC
94
Peapack-Gladstone Financial Corp
New Jersey
$1.23M +$193K +7,120 +19%
CP
95
Capital Planning
Washington
$1.18M -$15.7K -578 -1%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$1.16M -$380K -14,035 -25%
DFG
97
Delta Financial Group
New Jersey
$1.1M +$1.1M +40,811 New
BFA
98
Beacon Financial Advisory
Ohio
$1.05M +$629K +23,258 +150%
RIL
99
Rothschild Investment LLC
Illinois
$1.03M +$88.1K +3,256 +9%
GFG
100
Goldstone Financial Group
Illinois
$1.02M +$8.9K +329 +0.9%
2 3
4
5 6