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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

346 hedge funds and large institutions have $6.29B invested in Capital Group Dividend Value ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 39 reducing their positions, and 19 closing their positions.

Holders
346
Holders Change
+41
Holders Change %
+13.44%
% of All Funds
5.03%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.45%
New
64
Increased
217
Reduced
39
Closed
19
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$300M
2
Morgan Stanley
2
Morgan Stanley
New York
$126M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$152M
4
LPL Financial
4
LPL Financial
California
$421M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$196M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$725K
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
HIC
3
Hartline Investment Corp
Illinois
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$5.65M 171,149 +86,599 +102%
KAS
102
KPP Advisory Services
Kentucky
$5.64M 171,053 +110,946 +185%
DAS
103
Dynamic Advisor Solutions
Arizona
$5.64M 171,016 +118,580 +226%
SEIA
104
Signature Estate & Investment Advisors
California
$5.54M 168,013 +168,013 New
USCWA
105
U.S. Capital Wealth Advisors
Texas
$5.48M 165,988 +9,450 +6%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$5.43M 164,441 +39,504 +32%
MFG
107
Merit Financial Group
Georgia
$5.36M 162,313 -20,473 -11%
MA
108
Mutual Advisors
Nebraska
$5.16M 148,897 +87,683 +143%
RJT
109
Raymond James Trust
Florida
$5.11M 154,847 +2,724 +2%
PS
110
Principal Securities
Iowa
$5.05M 153,057 +39,536 +35%
BFA
111
Beacon Financial Advisory
Ohio
$4.97M 150,670 +39,896 +36%
WWM
112
Western Wealth Management
Colorado
$4.91M 148,756 +26,086 +21%
CL
113
Choreo LLC
Illinois
$4.78M 144,915 -350 -0.2%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$4.76M 144,318 +34,348 +31%
SFG
115
Seamount Financial Group
Colorado
$4.55M 138,030 +13,155 +11%
GS
116
GTS Securities
New York
$4.15M 125,762 +72,134 +135%
SN
117
Sittner & Nelson
Oregon
$4.07M 123,386 +2,665 +2%
CFGS
118
Concourse Financial Group Securities
Alabama
$4.05M 122,134 +39,318 +47%
HP
119
Holistic Planning
Texas
$3.93M 120,790 -1,491 -1%
CastleKeep Investment Advisors
120
CastleKeep Investment Advisors
Connecticut
$3.85M 116,766 -3,481 -3%
OW
121
Olistico Wealth
Oklahoma
$3.8M 115,111 +10,172 +10%
SW
122
Simplicity Wealth
New Jersey
$3.79M 114,862 +8,783 +8%
DFG
123
Delta Financial Group
New Jersey
$3.79M 114,752 +22,904 +25%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$3.73M 113,068 +6,878 +6%
EH
125
Equitable Holdings
New York
$3.71M 112,441 +22,360 +25%
3 4
5
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