Capital Group Dividend Value ETF
CGDV
CGDV
134 hedge funds and large institutions have $917M invested in Capital Group Dividend Value ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
44% more funds holding
Funds holding: 93 → 134 (+41)
2.55% more ownership
Funds ownership: 63.77% → 66.31% (+2.5%)
Holders
134
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$41.3M | |
| 2 | +$35M | |
| 3 | +$26.5M | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$23.9M |
| 5 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$21.6M |
Top Sellers
| 1 | -$1.54M | |
| 2 | -$258K | |
| 3 | -$174K | |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$155K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$112K |