Capital Group Dividend Value ETFCGDV
CGDV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
343% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 53
155% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 22
27% more capital invested
Capital invested by funds: $6.39B [Q2] → $8.13B (+$1.74B) [Q3]
17% more funds holding in top 10
Funds holding in top 10: 30 [Q2] → 35 (+5) [Q3]
10% more funds holding
Funds holding: 341 [Q2] → 375 (+34) [Q3]
1.32% less ownership
Funds ownership: 74.8% [Q2] → 73.48% (-1.32%) [Q3]
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $219K
Research analyst outlook
We haven’t received any recent analyst ratings for CGDV.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
CGDV: Light On Dividends But An Excellent Mix Of Growth And Value
CGDV has been the top-performing large-cap value fund since its February 2022 launch, and even after these results, it still offers an attractive combination of growth and value. Its 1.50% dividend yield suggests income is not the focus, and my analysis of its dividend features indicate CGDV's components have the ability to increase dividends but not the willingness. Setting that aside, I believe readers can benefit from CGDV's five-manager approach, as each brings unique skills to the table.
Positive
24/7 Wall Street
3 weeks ago
Passive Income Investors Will Love this Safe ETF For the Yield and Value
In February, Los Angeles-based investment manager Capital Group will mark three years since it launched its first actively managed transparent ETFs.
Neutral
ETF Trends
1 month ago
Beyond the Behemoths: Smaller ETF Standouts of 2024
Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.
Positive
Seeking Alpha
1 month ago
CGDV: Strong ETF That Pairs Up Well With SCHD
Capital Group Dividend Value ETF offers strong capital appreciation potential and a reasonable expense ratio of 0.33%. Recent sector rebalancing towards consumer-facing companies aligns with favorable economic conditions, enhancing CGDV's growth potential. Pairing CGDV with SCHD provides a balanced strategy, combining capital appreciation from CGDV and higher dividend income from SCHD.
Positive
Seeking Alpha
1 month ago
Dividend Investing: FDVV Has An Edge Over CGDV
Fidelity High Dividend ETF (FDVV) offers market-beating returns with lower risk through a diversified portfolio of high-quality dividend-paying value and growth stocks. FDVV's smart-beta strategy and exposure to growth and values stocks enhance its performance in both bull and bear markets. CGDV's strategy of holding stakes in fundamentally sound value and growth stocks also make it an attractive option.
Positive
Zacks Investment Research
2 months ago
Best-Performing Dividend ETFs of the First Nine Months of 2024
Dividend-paying stocks provide a steady income stream and help mitigate potential losses during weaker market periods.
Positive
ETF Trends
2 months ago
Advisors Very Comfortable With Active Equity ETFs
Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.
Neutral
ETF Trends
2 months ago
DoubleLine's Jeff Gundlach on the Fed, Gold and Private Credit
Blurring the lines between conference and festival, this year's Future Proof brought thousands of attendees to the summery shores of Huntington Beach in Los Angeles.
Positive
ETF Trends
3 months ago
Active, Crypto & Core ETFs, Oh My
Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out.
Neutral
ETF Trends
3 months ago
Positioning Ahead of the Fed: ETFs for a Lower Rate Era
The first cut is the deepest — so they say. As with all complicated relationships, this mantra may certainly ring true for the Federal Reserve and the markets — at least from a psychological standpoint.
Charts implemented using Lightweight Charts™