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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

383 hedge funds and large institutions have $8.15B invested in Capital Group Dividend Value ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 238 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+37
Holders Change %
+10.69%
% of All Funds
5.54%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.51%
New
59
Increased
238
Reduced
54
Closed
17
Calls
–
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$225K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
LPL Financial
LPL Financial
California
+$124M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$65.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$62.1M
5
ACM
Advance Capital Management
Michigan
+$61.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$68.9M
2
WI
Wintrust Investments
Illinois
-$5.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.35M
4
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
-$3.85M
5
SW
Simplicity Wealth
New Jersey
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
201
SteelPeak Wealth
California
$1.4M +$102K +2,798 +8%
PWM
202
Perigon Wealth Management
California
$1.38M +$1.38M +37,903 New
HGERS
203
Householder Group Estate & Retirement Specialist
Arizona
$1.38M +$124K +3,397 +10%
CAS
204
Coppell Advisory Solutions
Texas
$1.35M -$793K -21,736 -37%
FPF
205
First Pacific Financial
Washington
$1.35M +$178K +4,886 +15%
LGWM
206
Litman Gregory Wealth Management
California
$1.29M +$4.92K +135 +0.4%
TFS
207
Thoroughbred Financial Services
Tennessee
$1.27M +$424K +11,633 +50%
JCM
208
Jacobi Capital Management
Pennsylvania
$1.27M +$47.1K +1,292 +4%
FHC
209
First Heartland Consultants
Missouri
$1.26M +$135K +3,706 +12%
MSAM
210
Moloney Securities Asset Management
Missouri
$1.24M +$486K +13,345 +65%
PFA
211
Professional Financial Advisors
Nebraska
$1.18M +$48.6K +1,334 +4%
FC
212
Financial Council
Maryland
$1.15M +$17.2K +473 +2%
NL
213
NWAM LLC
Washington
$1.1M +$1.1M +30,263 New
NECFA
214
New England Capital Financial Advisors
Connecticut
$1.09M +$439K +12,057 +68%
FGA
215
Fortis Group Advisors
New Jersey
$1.08M +$1.08M +29,757 New
SW
216
Simplicity Wealth
New Jersey
$1.08M -$3.1M -85,131 -74%
BAM
217
Belpointe Asset Management
Nevada
$1.07M +$13.5K +370 +1%
Creative Planning
218
Creative Planning
Kansas
$1.03M +$278K +7,618 +37%
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$1.03M +$954K +26,185 +1,306%
SWP
220
Stratos Wealth Partners
Ohio
$1.01M +$396K +10,859 +65%
CWMS
221
Cannon Wealth Management Services
North Carolina
$976K +$976K +26,772 New
TWM
222
Tradition Wealth Management
Minnesota
$956K +$42.6K +1,169 +5%
SFO
223
Stokes Family Office
Louisiana
$946K +$3.68K +101 +0.4%
NFA
224
Northwest Financial Advisors
Virginia
$941K +$148K +4,057 +19%
MCA
225
MSH Capital Advisors
Arizona
$919K +$44.5K +1,220 +5%
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