CGDV icon

Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

305 hedge funds and large institutions have $5.14B invested in Capital Group Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.42%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.49%
New
54
Increased
194
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$101M
2
LPL Financial
LPL Financial
California
+$79.9M
3
Wells Fargo
Wells Fargo
California
+$54.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$49.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$39M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$38.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$26.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.78M
4
Jane Street
Jane Street
New York
-$2.38M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
CWS Financial Advisors
Michigan
$688K +$49.5K +1,522 +8%
NFG
202
Nations Financial Group
Iowa
$667K +$185K +5,700 +38%
IA
203
IFP Advisors
Florida
$655K +$6.83K +210 +1%
BB
204
Burford Brothers
Texas
$654K +$87.6K +2,695 +15%
US Bancorp
205
US Bancorp
Minnesota
$638K +$638K +19,620 New
BC
206
Barrett & Company
Rhode Island
$635K +$220K +6,770 +53%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$629K +$629K +19,347 New
MSAM
208
Moloney Securities Asset Management
Missouri
$612K +$188K +5,775 +44%
GFG
209
Goldstone Financial Group
Illinois
$605K -$124K -3,821 -17%
TFS
210
Thoroughbred Financial Services
Tennessee
$602K +$286K +8,821 +91%
NFA
211
Northwest Financial Advisors
Virginia
$591K +$346K +10,660 +142%
Betterment LLC
212
Betterment LLC
New York
$582K +$270K +8,296 +86%
LC
213
Lincoln Capital
Nebraska
$572K +$38.7K +1,191 +7%
KWM
214
Kingsview Wealth Management
Oregon
$571K +$44.7K +1,375 +8%
PTC
215
Private Trust Company
Ohio
$563K -$41.2K -1,267 -7%
HAIM
216
Hunter Associates Investment Management
Pennsylvania
$556K – – –
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$541K +$40.2K +1,236 +8%
KOMWMG
218
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$539K +$539K +16,596 New
BTWM
219
Baker Tilly Wealth Management
Wisconsin
$533K – – –
Creative Planning
220
Creative Planning
Kansas
$525K +$6.99K +215 +1%
AG
221
Ascent Group
Virginia
$507K -$6.57K -202 -1%
TCWM
222
Total Clarity Wealth Management
Illinois
$495K -$1.04K -32 -0.2%
SWP
223
Stratos Wealth Partners
Ohio
$489K +$489K +15,043 New
NWMG
224
National Wealth Management Group
Ohio
$484K -$223K -6,875 -32%
CWP
225
Core Wealth Partners
California
$484K +$106K +3,266 +28%
7 8
9
10 11