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Capital Group Dividend Value ETF
CGDV

22 hedge funds and large institutions have $42.7M invested in Capital Group Dividend Value ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

45.83% more ownership

Funds ownership: 0% → 45.83% (+46%)

Holders
22
Holders Change
+22
Holders Change %
–
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$23.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.65M
3
CGPCS
Capital Group Private Client Services
California
+$3.05M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.36M
5
KAS
Kestra Advisory Services
Texas
+$1.32M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$24.2M +$23.7M +936,000 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.78M +$5.65M +223,568 New
CGPCS
3
Capital Group Private Client Services
California
$3.13M +$3.05M +120,827 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.39M +$1.36M +53,715 New
KAS
5
Kestra Advisory Services
Texas
$1.35M +$1.32M +52,324 New
OMC
6
Old Mission Capital
Illinois
$909K +$888K +35,131 New
BFEC
7
Benjamin F. Edwards & Company
Missouri
$842K +$823K +32,547 New
Osaic Holdings
8
Osaic Holdings
Arizona
$759K +$742K +29,347 New
P
9
&Partners
Tennessee
$680K +$391K +15,475 New
MML Investors Services
10
MML Investors Services
Massachusetts
$619K +$605K +23,938 New
WI
11
Wintrust Investments
Illinois
$606K +$592K +23,412 New
BFS
12
Bard Financial Services
Connecticut
$556K +$543K +21,475 New
CFGS
13
Concourse Financial Group Securities
Alabama
$395K +$385K +15,238 New
SB
14
Strategic Blueprint
Georgia
$369K +$361K +14,279 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$357K +$349K +13,796 New
AG
16
Ascent Group
Virginia
$338K +$330K +13,050 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$207K +$202K +8,000 New
BAM
18
Belpointe Asset Management
Nevada
$105K +$103K +4,075 New
IA
19
IFP Advisors
Florida
$86K +$79.7K +3,151 New
FP
20
Financial Perspectives
Minnesota
$22.7K +$22.2K +879 New
ME
21
McIlrath & Eck
Washington
$11K +$10.6K +418 New
APA
22
American Portfolios Advisors
New York
$1.94K +$1.9K +75 New

CGDV Hedge Fund Activity: Q1 2022 in Review

22 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q1 2022, worth a combined $42.7M.

Buyers outnumbered sellers: 22 funds opened new CGDV positions and 0 closed out — a net gain of 22 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $23.7M.

  • 22 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q1 2022, up from 0 in Q4 2021.
  • Funds reported $42.7M of Capital Group Dividend Value ETF stock for Q1 2022.
  • 22 funds opened new Capital Group Dividend Value ETF positions in Q1 2022 and 0 closed out, a net change of +22 holders.
  • The largest Capital Group Dividend Value ETF buyer in Q1 2022 was Capital International Investors, an estimated $23.7M added.

Based on aggregated 13F filings for Q1 2022.