Capital Group Dividend Value ETF
CGDV
460 hedge funds and large institutions have $13.9B invested in Capital Group Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 263 increasing their positions, 58 reducing their positions, and 25 closing their positions.
353% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 58
342% more call options, than puts
Call options by funds: $106K | Put options by funds: $24K
328% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 25
71% more capital invested
Capital invested by funds: $8.16B → $13.9B (+$5.75B)
54% more funds holding in top 10
Funds holding in top 10: 35 → 54 (+19)
20% more funds holding
Funds holding: 384 → 460 (+76)
0.27% more ownership
Funds ownership: 73.73% → 74% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$212M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$91.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.6M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$41.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$23M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$21.6M |
| 3 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$14M |
| 4 |
MLRA
Main Line Retirement Advisors
Whitefish,
Montana
|
-$11M |
| 5 |
SFC
Swisher Financial Concepts
Westerville,
Ohio
|
-$7.03M |
CGDV Hedge Fund Activity: Q4 2024 in Review
460 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q4 2024, worth a combined $13.9B — up 71% from $8.16B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new CGDV positions and 25 closed out — a net gain of 82 holders — while 263 added to existing stakes and 58 trimmed.
The largest buyer was LPL Financial, adding an estimated $212M. The largest seller was International Assets Investment Management, cutting an estimated $23M.
- 460 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q4 2024, up from 384 in Q3 2024.
- Funds reported $13.9B of Capital Group Dividend Value ETF stock for Q4 2024, up 71% quarter-over-quarter.
- 107 funds opened new Capital Group Dividend Value ETF positions in Q4 2024 and 25 closed out, a net change of +82 holders.
- The largest Capital Group Dividend Value ETF buyer in Q4 2024 was LPL Financial, an estimated $212M added.
- The largest Capital Group Dividend Value ETF seller in Q4 2024 was International Assets Investment Management, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2024.