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

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$635K
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
FSA
3
Financial Services Advisory
Maryland
$20.7M
4
MLRA
4
Main Line Retirement Advisors
Montana
$2.01M
5
SFC
5
Swisher Financial Concepts
Ohio
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
151
Betterment LLC
New York
$4.29M +$2.66M +75,403 +163%
STA
152
Smith Thornton Advisors
Alabama
$4.2M +$3.6M +102,166 +605%
LWM
153
Lodestone Wealth Management
Washington
$4.1M +$24.1K +683 +0.6%
RIS
154
Richmond Investment Services
Wisconsin
$4.02M +$4.02M +113,963 New
WC
155
Waterloo Capital
Texas
$4M +$94K +2,665 +2%
NG
156
Novem Group
New York
$3.94M +$3.94M +111,831 New
WIA
157
World Investment Advisors
California
$3.89M +$874K +24,783 +29%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$3.82M -$26.1K -741 -0.7%
SWIM
159
Smallwood Wealth Investment Management
New Jersey
$3.81M -$29.1K -824 -0.8%
MEAC
160
M.E. Allison & Co
Texas
$3.8M +$3.8M +107,745 New
RIL
161
Rothschild Investment LLC
Illinois
$3.79M +$342K +9,687 +10%
MWM
162
Modern Wealth Management
Kansas
$3.77M +$933K +26,453 +33%
KFS
163
Kaizen Financial Strategies
California
$3.74M +$704K +19,977 +23%
CFG
164
Cooper Financial Group
California
$3.63M +$352K +9,978 +11%
BFG
165
Bleakley Financial Group
New Jersey
$3.55M +$16.4K +464 +0.5%
PA
166
PFG Advisors
Arizona
$3.42M +$736K +20,861 +27%
TW
167
Transform Wealth
Colorado
$3.39M +$1.48M +41,892 +77%
BFA
168
Bill Few Associates
Pennsylvania
$3.39M +$218K +6,175 +7%
AF
169
Affiance Financial
Minnesota
$3.26M +$197K +5,587 +6%
SS
170
Sunbelt Securities
Texas
$3.22M -$159K -4,512 -5%
AFP
171
Ausdal Financial Partners
Iowa
$3.16M +$120K +3,405 +4%
MA
172
Mutual Advisors
Nebraska
$3.06M -$1.37M -38,594 -31%
MFG
173
Magnus Financial Group
New York
$3.06M +$344K +9,756 +13%
TFS
174
Thoroughbred Financial Services
Tennessee
$3.05M +$1.83M +51,793 +149%
CCFM
175
Clear Creek Financial Management
Washington
$3.05M +$244K +6,918 +9%
5 6
7
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