CGDV icon

Capital Group Dividend Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
101
Cerity Partners
New York
$1.01M +$117K +4,316 +13%
LF
102
Lantz Financial
Illinois
$1M +$117K +4,328 +13%
FFS
103
Founders Financial Securities
Maryland
$941K +$239K +8,844 +34%
IWC
104
Integrated Wealth Concepts
Massachusetts
$917K +$188K +6,949 +26%
BAM
105
Belpointe Asset Management
Nevada
$899K -$1.53M -56,405 -63%
CAS
106
Coppell Advisory Solutions
Texas
$891K -$47.5K -1,773 -5%
BPFA
107
Barnes Pettey Financial Advisors
Mississippi
$875K +$5.6K +207 +0.6%
FEM
108
Fulcrum Equity Management
Texas
$872K -$360K -13,297 -29%
LGWM
109
Litman Gregory Wealth Management
California
$852K +$852K +31,520 New
WIP
110
WealthCare Investment Partners
Rhode Island
$848K -$754 -28 -0.1%
CA
111
CapWealth Advisors
Tennessee
$789K -$26.7K -989 -3%
FHC
112
First Heartland Consultants
Missouri
$781K
PFA
113
Professional Financial Advisors
Nebraska
$747K +$747K +27,636 New
DC
114
Davenport & Co
Virginia
$742K +$742K +27,458 New
NL
115
NWAM LLC
Washington
$729K +$108 +4 +0%
PA
116
PFG Advisors
Arizona
$644K +$166K +6,150 +35%
SWM
117
Spire Wealth Management
Virginia
$625K +$6.11K +226 +1%
BPC
118
Banque Pictet & Cie
Switzerland
$581K
EWA
119
EverSource Wealth Advisors
Alabama
$574K +$45.6K +1,686 +9%
TWM
120
Tradition Wealth Management
Minnesota
$567K +$30.5K +1,129 +6%
PCIA
121
Prime Capital Investment Advisors
Kansas
$562K +$62.1K +2,295 +12%
ACI
122
Alpha Cubed Investments
California
$561K +$561K +20,744 New
Capital International Investors
123
Capital International Investors
California
$541K
PA
124
Procyon Advisors
Connecticut
$506K +$135 +5 +0%
OMC
125
Old Mission Capital
Illinois
$506K -$1.72M -63,512 -77%