Capital Group Dividend Value ETF
CGDV
71 hedge funds and large institutions have $263M invested in Capital Group Dividend Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and closing their positions.
1,800% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 1
515% more capital invested
Capital invested by funds: $42.7M → $263M (+$220M)
223% more funds holding
Funds holding: 22 → 71 (+49)
15.46% more ownership
Funds ownership: 45.83% → 61.29% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$38.8M |
| 2 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
+$21.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.8M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.5M |
| 5 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$181K |
CGDV Hedge Fund Activity: Q2 2022 in Review
71 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q2 2022, worth a combined $263M — up 515% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new CGDV positions and 0 closed out — a net gain of 49 holders — while 19 added to existing stakes and 1 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $38.8M. The largest seller was Capital International Investors, cutting an estimated $181K.
- 71 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q2 2022, up from 22 in Q1 2022.
- Funds reported $263M of Capital Group Dividend Value ETF stock for Q2 2022, up 515% quarter-over-quarter.
- 49 funds opened new Capital Group Dividend Value ETF positions in Q2 2022 and 0 closed out, a net change of +49 holders.
- The largest Capital Group Dividend Value ETF buyer in Q2 2022 was Capital Group Private Client Services, an estimated $38.8M added.
- The largest Capital Group Dividend Value ETF seller in Q2 2022 was Capital International Investors, an estimated $181K sold.
Based on aggregated 13F filings for Q2 2022.