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Capital Group Dividend Value ETF
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The top ETF launches of the past decade were the focus on this week's ETF Prime. Host Nate Geraci and Cynthia Murphy, director of research at VettaFi, counted down the 10 most successful debuts by current assets.
If you're new -- or relatively new -- to ETFs, these strategies may give you the confidence you need.
The Capital Group Dividend Value ETF (CGDV) has led the U.S. Dividend ETF category both in absolute and risk-adjusted returns. The active management that allows it to include non-dividend stocks makes it a very unconventional dividend ETF.
Since the 2019 ETF Rule, asset managers have flooded the market with active ETFs, offering investors a rapidly growing space of actively managed choices. In fact, over the last twelve months, active ETFs have seen outsized flows relative to their AUM — despite holding less in assets compared to their passive counterparts.
Confluence Wealth Services Inc. grew its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 6.7% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,788,946 shares of the company's stock after acquiring an additional 363,026 shares during the quarter. Capital Group
Capital Group Dividend Value ETF offers a compelling blend of growth and income, making it suitable as a long-term core holding. CGDV's differentiated, multi-manager, actively managed approach and higher technology exposure position it for potential outperformance versus passive peers. Despite a lower 1.25% yield, CGDV's distributions have grown steadily, and its strategy has delivered strong returns since inception, outperforming VOO in 2 of 3 years.
The ETF landscape is undergoing a structural shift as financial advisors increasingly pivot from pure passive indexing toward active management. While the ETF Rule of 2019 provided the regulatory spark, current market volatility and the quest for tax efficiency have accelerated active ETF adoption.
Capital Group Dividend Value ETF is rated a buy for retirees seeking total return and capital preservation under the 4% withdrawal rule. CGDV outperforms S&P 500 and growth ETFs by including both dividend payers and high-growth companies with the potential to initiate dividends. Active management, a 29% technology allocation, and flexible dividend criteria enable CGDV to capture AI-driven upside while limiting downside risk.
Assetmark Inc. raised its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 8.0% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 761,901 shares of the company's stock after purchasing an additional 56,617 shares during the period. Assetmark Inc. owned
CGDV is a top-performing and actively-managed large-cap ETF with $31 billion in assets under management and a 0.33% expense ratio. Historical annual portfolio turnover rates for CGDV have been in the 25-30% range, but activity has picked up this year, and turnover is already at about 26% YTD. This article highlights the top overweighted and underweighted positions compared to the start of the year, and presents a comprehensive set of fundamentals alongside other ETFs like SPY and SCHD.
Curtis Advisory Group LLC decreased its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 53.0% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,000 shares of the company's stock after selling 25,956 shares during the
The market rotation into value and non-tech has opened the doors for bigger returns from dividend stocks. These three dividend ETFs all have higher tech exposure, which is what's driving analyst estimates at the moment.
Vanguard Total Stock Market ETF (NYSEARCA:VTI) holds roughly $2.1 trillion in assets and has earned its place in millions of retirement portfolios.
Kaizen Financial Strategies grew its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 5.0% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 304,926 shares of the company's stock after purchasing an additional 14,641 shares during the quarter.
Secure Asset Management LLC lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 9.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 185,088 shares of the company's stock after buying an additional 16,123 shares during the quarter.
Sovran Advisors LLC decreased its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 6.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 341,726 shares of the company's stock after selling 25,031 shares during the
Stratos Wealth Partners LTD. lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 49.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 245,973 shares of the company's stock after purchasing an additional 81,269 shares during
I am bullish on SCHG and CGDV ETFs for a blend of growth and income, despite near-term volatility from Middle East tensions. SCHG offers concentrated tech exposure, a low expense ratio (0.04%), and a strong long-term track record, benefiting from AI adoption. CGDV combines value investing with dividend income, uses a multi-manager active approach, and has outperformed VOO and SCHG since inception.
Armstrong Fleming and Moore Inc grew its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 22.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 250,179 shares of the company's stock after purchasing an additional 45,077 shares during the
Dividend ETFs are back in focus, as investors look for stability and income amid persistent market volatility.
Clg LLC grew its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 43.9% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 295,217 shares of the company's stock after purchasing an additional 90,102 shares during the period. Capital Group Dividend Value
AA Financial Advisors LLC lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 4.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 755,250 shares of the company's stock after acquiring an additional 32,219 shares during
With the Federal Reserve having cut rates from 4.5% to 3.75% over the past six months, the calculus for income investors is shifting.
DAVENPORT and Co LLC lifted its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 47.0% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 362,800 shares of the company's stock after acquiring an additional 116,006 shares during the period. DAVENPORT and Co LLC
Dynamic Advisor Solutions LLC reduced its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 38.6% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 88,819 shares of the company's stock after selling 55,921 shares during the period. Dynamic Advisor Solutions LLC's holdings in Capital
In a span of just four years, The Capital Group Companies went from ETF rookie to perennial All-Star. The Los Angeles-based firm has already amassed over $120 billion in assets dispersed across its suite of 25 active ETFs.
Park Avenue Securities LLC raised its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 13.5% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 105,745 shares of the company's stock after purchasing an additional 12,539
Cooper Financial Group cut its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 28.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 71,645 shares of the company's stock after selling 28,963 shares during the period. Cooper Financial Group's holdings in Capital
CGN Advisors LLC increased its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 25.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 137,154 shares of the company's stock after acquiring an additional 27,519 shares during the
FreeGulliver LLC lowered its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 14.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 218,787 shares of the company's stock after selling 35,530 shares during the period. Capital Group Dividend Value ETF
With no end in sight to the macroeconomic uncertainty on both the domestic and global fronts, is now the time to pivot to the flexibility of active ETFs? Many advisors and investors seem to think so.
Blair William and Co. IL increased its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 8.1% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 521,015 shares of the company's stock after acquiring an additional 38,885
