CGDV icon

Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

456 hedge funds and large institutions have $13.9B invested in Capital Group Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 262 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+73
Holders Change %
+19.06%
% of All Funds
6.07%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.71%
New
104
Increased
262
Reduced
58
Closed
25
Calls
$106K
Puts
$24K
Net Calls
+$82K
Net Calls Change
+$301K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.84B
2
LPL Financial
LPL Financial
California
$775M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$298M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$393M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$94.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$635K
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
3
FSA
Financial Services Advisory
Maryland
$20.7M
4
MLRA
Main Line Retirement Advisors
Montana
$2.01M
5
SFC
Swisher Financial Concepts
Ohio
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IMG Wealth Management
Florida
$6.88M +$6.88M +195,142 New
FA
127
Fermata Advisors
California
$6.86M +$6.66M +188,830 +3,323%
EFS
128
Essex Financial Services
Connecticut
$6.81M -$16K -453 -0.2%
B
129
BetterWealth
California
$6.46M +$6.46M +183,350 New
DAS
130
Dynamic Advisor Solutions
Arizona
$6.36M -$48K -1,361 -0.7%
TWP
131
Tempus Wealth Planning
California
$6.26M +$4.34M +123,075 +226%
GFG
132
Greenbush Financial Group
New York
$6.2M +$6.2M +175,739 New
USCWA
133
U.S. Capital Wealth Advisors
Texas
$6.07M +$114K +3,222 +2%
AF
134
Advisornet Financial
Minnesota
$5.99M +$758K +21,486 +14%
DFG
135
Delta Financial Group
New Jersey
$5.94M +$1.09M +31,046 +23%
SFG
136
Seamount Financial Group
Colorado
$5.82M +$802K +22,747 +16%
SA
137
Sovran Advisors
California
$5.58M +$5.58M +158,458 New
CW
138
Code Waechter
Florida
$5.36M +$5.36M +151,948 New
CFGS
139
Concourse Financial Group Securities
Alabama
$5.24M +$2.39K +66 +0%
AF
140
Allworth Financial
California
$5.24M +$367K +10,116 +8%
OW
141
Olistico Wealth
Oklahoma
$5.2M +$448K +12,693 +9%
MOS
142
MGO One Seven
Ohio
$5.17M -$5.27M -149,528 -51%
SN
143
Sittner & Nelson
Oregon
$5.03M +$530K +15,017 +12%
LWM
144
LongView Wealth Management
Georgia
$5M +$420K +11,906 +9%
CL
145
Choreo LLC
Illinois
$4.95M -$67.9K -1,926 -1%
TWM
146
Trinity Wealth Management
Pennsylvania
$4.9M +$254K +7,215 +5%
AFM
147
Armstrong Fleming & Moore
District of Columbia
$4.75M +$651K +18,457 +16%
CL
148
CLG LLC
California
$4.58M +$4.58M +129,834 New
SIM
149
Synergy Investment Management
Florida
$4.55M +$4.55M +129,125 New
FFS
150
Founders Financial Securities
Maryland
$4.42M +$531K +15,059 +14%
4 5
6
7 8