Capital Group Dividend Value ETF
CGDV
460 hedge funds and large institutions have $9.08B invested in Capital Group Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 264 increasing their positions, 57 reducing their positions, and 25 closing their positions.
363% more repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 57
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
54% more funds holding in top 10
Funds holding in top 10: 35 → 54 (+19)
20% more funds holding
Funds holding: 384 → 460 (+76)
11% more capital invested
Capital invested by funds: $8.16B → $9.08B (+$922M)
0.48% more ownership
Funds ownership: 73.52% → 74% (+0.48%)
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 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$21.6M |
| 2 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$14M |
| 3 |
MLRA
Main Line Retirement Advisors
Whitefish,
Montana
|
-$11M |
| 4 |
SFC
Swisher Financial Concepts
Westerville,
Ohio
|
-$7.03M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$6.65M |
CGDV Hedge Fund Activity: Q4 2024 in Review
460 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Value ETF (CGDV) for Q4 2024, worth a combined $9.08B — up 11% 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 264 added to existing stakes and 57 trimmed.
The largest buyer was LPL Financial, adding an estimated $212M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $21.6M sold.
- 460 institutional investors held Capital Group Dividend Value ETF (CGDV) as of Q4 2024, up from 384 in Q3 2024.
- Funds reported $9.08B of Capital Group Dividend Value ETF stock for Q4 2024, up 11% 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 Cary Street Partners Investment Advisory, an estimated $21.6M sold.
Based on aggregated 13F filings for Q4 2024.