Capital Group Dividend Value ETF
CGDV
218 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 23 reducing their positions, and 10 closing their positions.
483% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 23
360% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 10
72% more capital invested
Capital invested by funds: $1.66B → $2.86B (+$1.2B)
26.15% more ownership
Funds ownership: 66.15% → 92.3% (+26%)
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
18% more funds holding
Funds holding: 184 → 218 (+34)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$672M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$88.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$37.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$15.6M |
| 2 |
CII
Capital International Inc
Los Angeles,
California
|
-$8.2M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$8.02M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.58M |
| 5 |
Renaissance Technologies
New York
|
-$2.14M |
CGDV Hedge Fund Activity: Q3 2023 in Review
218 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q3 2023, worth a combined $2.86B — up 72% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new CGDV positions and 10 closed out — a net gain of 36 holders — while 134 added to existing stakes and 23 trimmed.
The largest buyer was Capital International Investors, adding an estimated $672M. The largest seller was Jane Street, cutting an estimated $15.6M.
- 218 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q3 2023, up from 184 in Q2 2023.
- Funds reported $2.86B of Capital Group Dividend Value ETF stock for Q3 2023, up 72% quarter-over-quarter.
- 46 funds opened new Capital Group Dividend Value ETF positions in Q3 2023 and 10 closed out, a net change of +36 holders.
- The largest Capital Group Dividend Value ETF buyer in Q3 2023 was Capital International Investors, an estimated $672M added.
- The largest Capital Group Dividend Value ETF seller in Q3 2023 was Jane Street, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2023.