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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

159 hedge funds and large institutions have $1.11B invested in Capital Group Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+25
Holders Change %
+18.66%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
39
Increased
90
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIAS
1
Summit Investment Advisory Services
Minnesota
$19.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$22.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
GRP
5
Global Retirement Partners
California
$11.4M

Top Sellers

1
CII
1
Capital International Inc
California
$13.7M
2
OMC
2
Old Mission Capital
Illinois
$2.05M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$15.9M
4
CIP
4
Cornerstone Investment Partners
Georgia
$0
5
Jane Street
5
Jane Street
New York
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
151
Financial Perspectives
Minnesota
$108K +$8.36K +335 +8%
IGWM
152
ICA Group Wealth Management
Colorado
$65.5K – – –
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$61.3K -$7.08K -283,867 -10%
GWSG
154
GPS Wealth Strategies Group
Colorado
$53.4K +$53.4K +2,140 New
WAS
155
Winch Advisory Services
Wisconsin
$51K +$51K +2,051 New
LFG
156
Larson Financial Group
Missouri
$45.8K +$20K +800 +77%
CC
157
Cypress Capital
Tennessee
$42.2K +$42.2K +1,691 New
FIA
158
FNY Investment Advisers
New York
$22K +$22K +900 New
JFG
159
JDM Financial Group
Texas
$10.8K +$1.4K +56 +15%
CIP
160
Cornerstone Investment Partners
Georgia
– -$1.48M -62,933 Closed
LGWM
161
Litman Gregory Wealth Management
California
– -$729K -30,900 Closed
FC
162
Financial Council
Maryland
– -$370K -15,697 Closed
Bank of New York Mellon
163
Bank of New York Mellon
New York
– -$299K -12,659 Closed
IAIM
164
International Assets Investment Management
Florida
– -$277K -11,735 Closed
4WM
165
44 Wealth Management
Oregon
– -$272K -11,526 Closed
AAS
166
Annex Advisory Services
Wisconsin
– -$234K -9,921 Closed
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
– -$120K -5,124 Closed
MCC
168
Money Concepts Capital
Florida
– -$28.2K -1,194 Closed
FA
169
Fiduciary Alliance
South Carolina
– -$18.6K -790 Closed
HNWAG
170
High Net Worth Advisory Group
Florida
– -$11.9K -505 Closed
Fidelity Investments
171
Fidelity Investments
Massachusetts
– -$8.02K -340 Closed
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