Capital Group Dividend Value ETFCGDV
CGDV
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
342% more call options, than puts
Call options by funds: $106K | Put options by funds: $24K
311% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 62
265% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 26
70% more capital invested
Capital invested by funds: $8.14B [Q3] → $13.8B (+$5.68B) [Q4]
51% more funds holding in top 10
Funds holding in top 10: 35 [Q3] → 53 (+18) [Q4]
17% more funds holding
Funds holding: 381 [Q3] → 444 (+63) [Q4]
0.48% less ownership
Funds ownership: 73.58% [Q3] → 73.09% (-0.48%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CGDV.
Financial journalist opinion
Based on 5 articles about CGDV published over the past 30 days
Positive
ETF Trends
4 days ago
Models Will Further Boost Capital Group's ETF Presence
Three years after successfully launching its first ETFs, Capital Group has positioned itself for further growth. The firm announced today the rollout of eight ETF models portfolios.
Positive
Seeking Alpha
5 days ago
CGDV: A Mix Of Value And Exuberance
As a seasoned value investor, I emphasize the importance of thoroughly analyzing ETFs, like the Capital Group Dividend Value ETF (CGDV), to ensure they align with your investment style. CGDV offers a weird mix of low P/FCF value stocks and the more popular MAG 7, where valuations seem too optimistic. Past performance of ETFs isn't a reliable indicator; high past returns often lead to future underperformance due to stretched valuations.
Neutral
ETF Trends
2 weeks ago
Happy 3rd Anniversary, Capital Group ETFs
An actively managed fund hitting its three year track record used to be a major milestone. A Morningstar rating would follow.
Neutral
Seeking Alpha
3 weeks ago
Undercovered ETFs: Growth, Income, TIPS, Poland +
The 'Undercovered' Dozen series highlights 12 lesser-known ETFs offering potential investment opportunities for investors. Kurtis Hemmerling shares a bearish take on iShares Russell Top 200 Growth ETF due to poor factor implementation, despite its strong historical performance. Goldman Sachs Nasdaq-100 Core Premium Income ETF is given a buy from Jonathan Weber for income-oriented investors, combining a 10% dividend yield with tech exposure.
Positive
Seeking Alpha
3 weeks ago
CGDV: 2025 Could Be One Of Its Best Years Amid Earnings Growth, Cheap Valuation
CGDV's portfolio, rich in industrials, health care, and tech sectors, is poised for robust earnings growth and market-beating returns in 2025. Despite its high growth stock exposure, CGDV's blend of value and defensive stocks lowers overall risk, making it a solid investment option. CGDV's attractive valuation, low expense ratio, and strong liquidity further enhance its potential for long-term market-beating returns.
Neutral
ETF Trends
1 month ago
ETF Prime: Chang Highlights ETF Flow Trends in 2025
On this week's episode of ETF Prime, Kirsten Chang, senior industry analyst at VettaFi, joined Nate Geraci to discuss ETF flow trends in 2025. Afterward, Stone Ridge's Nate Conrad shared details on the firm's suite of LifeX Longevity Income ETFs.
Neutral
ETF Trends
1 month ago
Bet on Rekindled Growth, But Diversification Taking Hold
Investor appetite for growth really is something to behold. Coming into the week of the U.S. presidential inauguration, we had been talking about the importance of diversification in the face of so much uncertainty, geopolitical risk, and lofty equity valuations following massive market gains in recent years.
Positive
ETF Trends
1 month ago
New Capital Group ETF Looks at Small- & Midcap Companies
On Thursday, Capital Group expanded its suite of ETFs with the launch of the Capital Group U.S. Small and Mid Cap ETF (CGMM). For its investors, CGMM seeks to provide capital appreciation over the long term.
Neutral
ETF Trends
2 months ago
The ETF Flowdown: Wrapping Up 2024
Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was also marked by a much-debated pivot from the Federal Reserve, a dramatic Republican sweep in Washington, and plenty of geopolitical turmoil.
Positive
Seeking Alpha
3 months 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.
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