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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.

New
Increased
Maintained
Reduced
Closed
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 %
SOS
76
Silver Oak Securities
Tennessee
$15.4M +$1.96M +55,463 +15%
FFS
77
Forge Financial Services
Oklahoma
$14.9M +$14.9M +401,393 New
HI
78
Harbour Investments
Wisconsin
$14.8M +$3.27M +92,648 +28%
WS
79
Wedbush Securities
California
$14.7M +$2.25M +63,738 +18%
WWM
80
Western Wealth Management
Colorado
$14.4M +$6.28M +178,158 +77%
WTFG
81
Wood Tarver Financial Group
Idaho
$14.2M +$14.2M +403,822 New
MFG
82
Merit Financial Group
Georgia
$14.2M -$300K -8,508 -2%
CIA
83
Concurrent Investment Advisors
Florida
$14M +$2.94M +83,315 +26%
FCM
84
Fourpath Capital Management
Oklahoma
$13.9M +$4.52M +128,211 +48%
RA
85
Ruggaard & Associates
Ohio
$13.8M +$148K +4,195 +1%
DADC
86
D.A. Davidson & Co
Montana
$13.6M +$2.95M +83,617 +28%
IAA
87
Independent Advisor Alliance
North Carolina
$13.5M +$13.5M +382,012 New
FWS
88
FinDec Wealth Services
California
$13.2M -$1.36M -38,667 -9%
EW
89
Entruity Wealth
California
$13.2M +$13.2M +373,577 New
OMC
90
Old Mission Capital
Illinois
$13M -$389K -11,031 -3%
FPL
91
Fortress Private Ledger
North Carolina
$12.8M +$12.8M +362,680 New
CFD
92
Creative Financial Designs
Indiana
$12.6M -$68.5K -1,943 -0.5%
GWA
93
Gutierrez Wealth Advisory
Arkansas
$12.3M +$12.3M +349,573 New
KPWS
94
Kestra Private Wealth Services
Texas
$12.2M +$1.62M +45,880 +15%
GLA
95
Good Life Advisors
Pennsylvania
$11.6M -$3.11M -88,168 -21%
BFA
96
Beacon Financial Advisory
Ohio
$11.5M +$4.45M +126,080 +63%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$11.5M +$2.97M +84,344 +35%
MIAS
98
Mason Investment Advisory Services
Virginia
$11.4M +$7.15M +202,639 +167%
DJSG
99
D.J. St. Germain
Massachusetts
$11.3M +$1.61M +45,735 +17%
AAS
100
Ameritas Advisory Services
Nebraska
$11.3M +$1.67M +47,352 +17%
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4
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