Capital Group Dividend Value ETFCGDV
CGDV
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
342% more call options, than puts
Call options by funds: $106K | Put options by funds: $24K
328% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 60
277% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 26
70% more capital invested
Capital invested by funds: $8.13B [Q3] → $13.8B (+$5.7B) [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] → 447 (+66) [Q4]
0.32% less ownership
Funds ownership: 73.51% [Q3] → 73.18% (-0.32%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CGDV.
Financial journalist opinion
Based on 4 articles about CGDV published over the past 30 days
Positive
Seeking Alpha
1 day ago
CGDV: An Elite Growth Fund But Not A Dividend Investment
Initiating coverage of the Capital Group Dividend Value ETF with a buy rating due to its solid growth and outperformance over benchmarks. CGDV has returned 40.53% over the last 3 years, outperforming the S&P 500's 28.32%, thanks to its focus on cyclical sectors and high-quality companies. The ETF's significant exposure to big-cap tech and financials, along with its focus on companies with strong cash flow, drives its consistent outperformance.
Positive
ETF Trends
1 week ago
Capital Group's Davis Talks Firm's 3 Years in ETFs, Outlook
Just about three years have passed since Capital Group entered the ETF ecosystem. Responding to advisor demand, per head of ETFs Scott Davis, the firm added six core strategies in the ETF wrapper.
Positive
ETF Trends
2 weeks ago
Active ETFs Steal the Show: Topping $1 Trillion Mark
Despite the ETF industry's passive roots, active has stolen the show. Active ETF assets just topped the $1 trillion threshold, making up nearly 10% of the total ETF pie.
Positive
Seeking Alpha
3 weeks ago
CGDV: Proven To Be More Effective Than Peers
I recommend the Capital Group Dividend Value ETF for its resilience during market volatility and potential for long-term outperformance through high-quality dividend stocks. CGDV's strategy includes a focused portfolio of 52 holdings, with significant exposure to industrial, healthcare, and technology sectors, enhancing its total return potential. Despite a low starting dividend yield of 1.5%, the Fund's holdings have strong free cash flows, indicating substantial future dividend growth.
Positive
ETF Trends
1 month 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
1 month 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
1 month 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
1 month 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
1 month 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
2 months 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.
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