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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.

New
Increased
Maintained
Reduced
Closed
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
Advance Capital Management
Michigan
$300M
2
Morgan Stanley
Morgan Stanley
New York
$126M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$152M
4
LPL Financial
LPL Financial
California
$421M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$196M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$725K
2
SIAS
Summit Investment Advisory Services
Minnesota
$0
3
HIC
Hartline Investment Corp
Illinois
$0
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Professional Financial Advisors
Nebraska
$1.03M -$12.9K -390 -1%
FC
202
Financial Council
Maryland
$1.02M +$64.1K +1,942 +7%
PWA
203
Pillar Wealth Advisors
Pennsylvania
$1.01M -$1.07M -32,469 -51%
Two Sigma Investments
204
Two Sigma Investments
New York
$977K +$977K +29,600 New
BAM
205
Belpointe Asset Management
Nevada
$958K +$41.9K +1,271 +5%
MWM
206
Merriman Wealth Management
Washington
$871K -$17.7K -536 -2%
CA
207
CapWealth Advisors
Tennessee
$860K -$49.7K -1,505 -5%
CIS
208
Continental Investors Services
Washington
$859K -$213K -6,465 -20%
SFO
209
Stokes Family Office
Louisiana
$854K +$2.64K +80 +0.3%
TWM
210
Tradition Wealth Management
Minnesota
$827K +$16K +484 +2%
MCA
211
MSH Capital Advisors
Arizona
$792K +$446K +13,506 +129%
CFA
212
CWS Financial Advisors
Michigan
$779K +$80.6K +2,441 +12%
TFS
213
Thoroughbred Financial Services
Tennessee
$766K +$154K +4,679 +25%
IA
214
IFP Advisors
Florida
$760K +$94.7K +2,871 +14%
RCA
215
Riverview Capital Advisers
Massachusetts
$727K +$727K +22,021 New
OMC
216
Old Mission Capital
Illinois
$725K -$28M -849,389 -97%
NFA
217
Northwest Financial Advisors
Virginia
$718K +$118K +3,580 +20%
OWA
218
ORBA Wealth Advisors
Illinois
$714K – – –
PCIA
219
Prime Capital Investment Advisors
Kansas
$713K -$330 -10 -0%
BPC
220
Banque Pictet & Cie
Switzerland
$708K – – –
Creative Planning
221
Creative Planning
Kansas
$682K +$148K +4,493 +28%
MSAM
222
Moloney Securities Asset Management
Missouri
$678K +$56.6K +1,715 +9%
NFG
223
Nations Financial Group
Iowa
$677K – – –
BB
224
Burford Brothers
Texas
$664K – – –
BC
225
Barrett & Company
Rhode Island
$641K -$5.87K -178 -0.9%
7 8
9
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