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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

217 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
3.46%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
133
Reduced
23
Closed
10
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.21M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$651M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$146M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$156M
4
Bank of America
4
Bank of America
North Carolina
$51.1M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Jane Street
1
Jane Street
New York
$850K
2
BFS
2
Bard Financial Services
Connecticut
$0
3
CII
3
Capital International Inc
California
$6.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$2.73M +$513K +19,376 +23%
SN
77
Sittner & Nelson
Oregon
$2.72M +$335K +12,665 +14%
BCA
78
Bay Colony Advisors
Massachusetts
$2.69M +$873K +32,999 +48%
SWIM
79
Smallwood Wealth Investment Management
New Jersey
$2.54M +$64.5K +2,435 +3%
AI
80
Atria Investments
North Carolina
$2.49M -$874K -33,009 -26%
WC
81
Waterloo Capital
Texas
$2.48M +$2.48M +93,650 New
CBFP
82
Cedar Brook Financial Partners
Ohio
$2.42M +$261K +9,866 +12%
RJT
83
Raymond James Trust
Florida
$2.39M +$218K +8,240 +10%
EFS
84
Essex Financial Services
Connecticut
$2.28M +$313K +11,806 +16%
AF
85
Advisornet Financial
Minnesota
$2.28M +$13.7K +517 +0.6%
MHB
86
Midwest Heritage Bank
Iowa
$2.23M +$53.7K +2,030 +2%
AAS
87
Ameritas Advisory Services
Nebraska
$2.07M +$2.07M +78,131 New
BFA
88
Beacon Financial Advisory
Ohio
$2.06M +$1.04M +39,108 +101%
LWM
89
Lodestone Wealth Management
Washington
$1.99M +$701K +26,470 +54%
SS
90
Simplicity Solutions
Minnesota
$1.98M +$61.5K +2,322 +3%
BFG
91
Bleakley Financial Group
New Jersey
$1.98M +$61.5K +2,322 +3%
BWL
92
Bogart Wealth LLC
Virginia
$1.96M +$1.96M +74,082 New
WS
93
Wedbush Securities
California
$1.86M +$340K +12,830 +22%
CFGS
94
Concourse Financial Group Securities
Alabama
$1.85M +$493K +18,568 +36%
Renaissance Technologies
95
Renaissance Technologies
New York
$1.84M -$2.07M -78,100 -53%
IA
96
IFP Advisors
Florida
$1.73M +$187K +7,076 +12%
IWC
97
Integrated Wealth Concepts
Massachusetts
$1.71M +$810K +30,584 +90%
PSCM
98
Per Stirling Capital Management
Texas
$1.7M +$489K +18,486 +40%
CWC
99
Carolinas Wealth Consulting
North Carolina
$1.65M -$22.7K -873 -1%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$1.64M +$300K +11,322 +22%
2 3
4
5 6