Capital Group Dividend Value ETF
CGDV
347 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, 218 increasing their positions, 39 reducing their positions, and 19 closing their positions.
459% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 39
237% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 19
22% more capital invested
Capital invested by funds: $5.14B → $6.29B (+$1.14B)
13% more funds holding
Funds holding: 306 → 347 (+41)
0.25% more ownership
Funds ownership: 73.38% → 73.63% (+0.25%)
9% less funds holding in top 10
Funds holding in top 10: 34 → 31 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$296M |
| 2 |
Morgan Stanley
New York
|
+$101M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$78.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$56.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$27.7M |
| 2 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
-$26.8M |
| 3 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
-$24.5M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$21.7M |
| 5 |
VF
Virtu Financial
New York
|
-$5.2M |
CGDV Hedge Fund Activity: Q2 2024 in Review
347 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q2 2024, worth a combined $6.29B — up 22% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CGDV positions and 19 closed out — a net gain of 45 holders — while 218 added to existing stakes and 39 trimmed.
The largest buyer was Advance Capital Management, opening a new position worth an estimated $296M. The largest seller was Old Mission Capital, cutting an estimated $27.7M.
- 347 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q2 2024, up from 306 in Q1 2024.
- Funds reported $6.29B of Capital Group Dividend Value ETF stock for Q2 2024, up 22% quarter-over-quarter.
- 64 funds opened new Capital Group Dividend Value ETF positions in Q2 2024 and 19 closed out, a net change of +45 holders.
- The largest Capital Group Dividend Value ETF buyer in Q2 2024 was Advance Capital Management, an estimated $296M added.
- The largest Capital Group Dividend Value ETF seller in Q2 2024 was Old Mission Capital, an estimated $27.7M sold.
Based on aggregated 13F filings for Q2 2024.