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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

305 hedge funds and large institutions have $5.14B invested in Capital Group Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.42%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.49%
New
54
Increased
194
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$140M
2
LPL Financial
2
LPL Financial
California
$359M
3
Wells Fargo
3
Wells Fargo
California
$188M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$268M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$276M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$725M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$116M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.84M
4
Jane Street
4
Jane Street
New York
$10.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$8.1M +$7.25M +222,965 +854%
William Blair & Company
77
William Blair & Company
Illinois
$8.05M +$3.29M +101,298 +69%
ASN
78
Advisory Services Network
Georgia
$7.92M +$771K +23,725 +11%
HI
79
Harbour Investments
Wisconsin
$7.82M +$1.84M +56,739 +31%
CIAS
80
CFS Investment Advisory Services
New Jersey
$7.38M +$1.93M +59,504 +36%
WS
81
Wedbush Securities
California
$7.32M +$1.47M +45,313 +25%
DADC
82
D.A. Davidson & Co
Montana
$7.12M +$206K +6,341 +3%
WWP
83
WR Wealth Planners
Missouri
$7.07M +$5.27M +162,021 +292%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$7.04M +$1.98M +60,800 +39%
CIA
85
Concurrent Investment Advisors
Florida
$7.01M +$592K +18,220 +9%
VWA
86
Visionary Wealth Advisors
Illinois
$6.87M +$2.7M +83,085 +65%
DJSG
87
D.J. St. Germain
Massachusetts
$6.81M +$279K +8,581 +4%
AFA
88
AA Financial Advisors
Ohio
$6.81M +$102K +3,132 +2%
FAIM
89
Financial Advocates Investment Management
Washington
$6.7M +$4.72M +145,315 +239%
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$5.96M +$286K +8,805 +5%
MFG
91
Merit Financial Group
Georgia
$5.89M +$317K +9,849 +6%
AAS
92
Ameritas Advisory Services
Nebraska
$5.81M +$3.99M +123,572 +220%
AL
93
ACAS LLC
California
$5.63M +$3.09M +95,148 +122%
WI
94
Wintrust Investments
Illinois
$5.34M +$119K +3,658 +2%
VF
95
Virtu Financial
New York
$5.2M +$5.2M +159,987 New
USCWA
96
U.S. Capital Wealth Advisors
Texas
$5.09M +$508K +15,630 +11%
RJT
97
Raymond James Trust
Florida
$4.94M +$219K +6,753 +5%
SMC
98
Smith, Moore & Co
Missouri
$4.86M +$1.55M +47,598 +47%
CBFP
99
Cedar Brook Financial Partners
Ohio
$4.81M +$938K +28,861 +24%
CL
100
Choreo LLC
Illinois
$4.72M -$210K -6,461 -4%
2 3
4
5 6