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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 %
AF
126
Allworth Financial
California
$3.6M 106,001 +50,361 +91%
SS
127
Sunbelt Securities
Texas
$3.54M 107,255 +16,759 +19%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$3.54M 106,128 +19,236 +22%
WC
129
Waterloo Capital
Texas
$3.45M 104,564 +2,090 +2%
SWIM
130
Smallwood Wealth Investment Management
New Jersey
$3.44M 104,256 +2,592 +3%
AF
131
Advisornet Financial
Minnesota
$3.39M 102,812 +19,012 +23%
LWM
132
LongView Wealth Management
Georgia
$3.35M 101,646 +24,687 +32%
FFS
133
Founders Financial Securities
Maryland
$3.25M 98,498 +19,847 +25%
BFG
134
Bleakley Financial Group
New Jersey
$3.24M 98,194 +2,554 +3%
MOS
135
MGO One Seven
Ohio
$3.22M 97,650 +97,650 New
AFM
136
Armstrong Fleming & Moore
District of Columbia
$3.11M 94,371 +10,127 +12%
PSCM
137
Per Stirling Capital Management
Texas
$3.07M 93,015 -1,811 -2%
LWM
138
Lodestone Wealth Management
Washington
$2.98M 90,327 +3,716 +4%
CC
139
Cypress Capital
Tennessee
$2.95M 89,527 +55,277 +161%
BWM
140
BlackDiamond Wealth Management
New York
$2.94M 86,815 +1,824 +2%
AF
141
Affiance Financial
Minnesota
$2.9M 87,752 +2,349 +3%
BFA
142
Bill Few Associates
Pennsylvania
$2.89M 87,534 +24,724 +39%
RIL
143
Rothschild Investment LLC
Illinois
$2.86M 86,748 +17,550 +25%
CFG
144
Cooper Financial Group
California
$2.76M 83,536 +29,084 +53%
AFP
145
Ausdal Financial Partners
Iowa
$2.65M 80,421 +7,853 +11%
PGFC
146
Peapack-Gladstone Financial Corp
New Jersey
$2.65M 80,170 +34,520 +76%
LPAM
147
Lodestar Private Asset Management
California
$2.6M 78,867 +990 +1%
KFS
148
Kaizen Financial Strategies
California
$2.55M 73,178 +73,178 New
CCFM
149
Clear Creek Financial Management
Washington
$2.51M 76,094 +29,399 +63%
FLPIM
150
F.L. Putnam Investment Management
Massachusetts
$2.5M 75,802 +75,802 New
4 5
6
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