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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

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.

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
1
Capital International Investors
California
$24.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.78M
3
CGPCS
3
Capital Group Private Client Services
California
$3.13M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.39M
5
KAS
5
Kestra Advisory Services
Texas
$1.35M

Top Sellers

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