OakTrust Wealth Advisors LLC lifted its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 101.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,401 shares of the company’s stock after acquiring an additional 22,372 shares during the period. Capital Group Dividend Value ETF accounts for approximately 1.7% of OakTrust Wealth Advisors LLC’s investment portfolio, making the stock its 16th biggest holding. OakTrust Wealth Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $1,889,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC raised its holdings in Capital Group Dividend Value ETF by 20.7% during the fourth quarter. LPL Financial LLC now owns 63,490,640 shares of the company’s stock worth $2,770,731,000 after purchasing an additional 10,904,954 shares in the last quarter. Raymond James Financial Inc. lifted its position in shares of Capital Group Dividend Value ETF by 6.6% during the 4th quarter. Raymond James Financial Inc. now owns 23,591,243 shares of the company’s stock worth $1,029,522,000 after buying an additional 1,465,566 shares during the last quarter. Capital International Investors boosted its holdings in shares of Capital Group Dividend Value ETF by 1.8% in the 4th quarter. Capital International Investors now owns 22,899,119 shares of the company’s stock valued at $999,318,000 after buying an additional 397,762 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Capital Group Dividend Value ETF by 12.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 18,754,937 shares of the company’s stock valued at $818,465,000 after buying an additional 2,061,385 shares during the last quarter. Finally, Cetera Investment Advisers raised its stake in Capital Group Dividend Value ETF by 14.5% during the 4th quarter. Cetera Investment Advisers now owns 16,399,426 shares of the company’s stock worth $715,671,000 after acquiring an additional 2,082,860 shares in the last quarter.
Capital Group Dividend Value ETF Price Performance
Shares of CGDV opened at $49.26 on Tuesday. Capital Group Dividend Value ETF has a 1-year low of $39.36 and a 1-year high of $49.43. The stock has a market cap of $35.53 billion, a PE ratio of 26.59 and a beta of 0.89. The firm has a fifty day moving average price of $47.75 and a 200 day moving average price of $45.50.
About Capital Group Dividend Value ETF
The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.
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