Choreo LLC Buys 3,186 Shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Choreo LLC lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 2.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 151,726 shares of the company’s stock after acquiring an additional 3,186 shares during the quarter. Choreo LLC’s holdings in Capital Group Dividend Value ETF were worth $4,528,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in CGDV. Silver Oak Securities Incorporated boosted its holdings in Capital Group Dividend Value ETF by 44.1% during the fourth quarter. Silver Oak Securities Incorporated now owns 248,797 shares of the company’s stock worth $7,424,000 after purchasing an additional 76,176 shares during the last quarter. Valmark Advisers Inc. boosted its stake in shares of Capital Group Dividend Value ETF by 13.3% in the 4th quarter. Valmark Advisers Inc. now owns 522,452 shares of the company’s stock worth $15,590,000 after buying an additional 61,365 shares during the last quarter. Truist Financial Corp grew its holdings in shares of Capital Group Dividend Value ETF by 46.6% in the fourth quarter. Truist Financial Corp now owns 541,158 shares of the company’s stock valued at $16,148,000 after acquiring an additional 172,084 shares in the last quarter. New England Private Wealth Advisors LLC increased its position in shares of Capital Group Dividend Value ETF by 42.8% during the fourth quarter. New England Private Wealth Advisors LLC now owns 174,665 shares of the company’s stock valued at $5,212,000 after acquiring an additional 52,374 shares during the last quarter. Finally, Atria Wealth Solutions Inc. lifted its holdings in Capital Group Dividend Value ETF by 130.3% during the fourth quarter. Atria Wealth Solutions Inc. now owns 612,082 shares of the company’s stock worth $18,344,000 after acquiring an additional 346,263 shares during the period.

Capital Group Dividend Value ETF Price Performance

Shares of Capital Group Dividend Value ETF stock opened at $32.34 on Tuesday. The firm has a market cap of $7.11 billion, a PE ratio of 21.74 and a beta of 0.91. Capital Group Dividend Value ETF has a 1 year low of $24.86 and a 1 year high of $32.74. The stock has a fifty day moving average price of $31.76 and a 200-day moving average price of $29.76.

Capital Group Dividend Value ETF Profile

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.