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

Top Sellers

1
Capital International Investors
Capital International Investors
California
$725M
2
Osaic Holdings
Osaic Holdings
Arizona
$116M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.84M
4
Jane Street
Jane Street
New York
$10.2M
5
HighTower Advisors
HighTower Advisors
Illinois
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
101
Mariner
Kansas
$4.21M +$2.33M +71,841 +124%
IWC
102
Integrated Wealth Concepts
Massachusetts
$4.21M +$752K +23,125 +22%
EFS
103
Essex Financial Services
Connecticut
$4.08M +$935K +28,765 +30%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$4.06M +$490K +15,074 +14%
SFG
105
Seamount Financial Group
Colorado
$4.06M +$599K +18,417 +17%
WWM
106
Western Wealth Management
Colorado
$3.99M +$2.66M +81,857 +201%
HP
107
Holistic Planning
Texas
$3.97M -$294K -9,056 -7%
SN
108
Sittner & Nelson
Oregon
$3.92M +$103K +3,171 +3%
CastleKeep Investment Advisors
109
CastleKeep Investment Advisors
Connecticut
$3.91M +$1.2M +37,049 +45%
HighTower Advisors
110
HighTower Advisors
Illinois
$3.85M -$2.11M -64,905 -35%
PS
111
Principal Securities
Iowa
$3.69M +$1.4M +43,200 +61%
BFA
112
Beacon Financial Advisory
Ohio
$3.6M +$338K +10,389 +10%
PA
113
Procyon Advisors
Connecticut
$3.59M +$3.1M +95,500 +641%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$3.57M +$1.68M +51,550 +88%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$3.56M +$2.87M +88,425 +419%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$3.45M +$1.85M +56,850 +115%
SW
117
Simplicity Wealth
New Jersey
$3.45M +$3.45M +106,079 New
OW
118
Olistico Wealth
Oklahoma
$3.41M +$496K +15,262 +17%
WC
119
Waterloo Capital
Texas
$3.33M +$219K +6,732 +7%
SWIM
120
Smallwood Wealth Investment Management
New Jersey
$3.3M +$27.2K +837 +0.8%
BFG
121
Bleakley Financial Group
New Jersey
$3.11M +$244K +7,512 +9%
PSCM
122
Per Stirling Capital Management
Texas
$3.08M +$150K +4,601 +5%
DFG
123
Delta Financial Group
New Jersey
$2.99M +$646K +19,878 +28%
SS
124
Sunbelt Securities
Texas
$2.94M +$772K +23,753 +36%
EH
125
Equitable Holdings
New York
$2.93M +$974K +29,971 +50%
3 4
5
6 7