SRS Capital Advisors Inc. Acquires New Stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

SRS Capital Advisors Inc. acquired a new position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 4,286 shares of the company’s stock, valued at approximately $151,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Northwest Financial Advisors increased its position in Capital Group Dividend Value ETF by 35.7% in the fourth quarter. Northwest Financial Advisors now owns 35,037 shares of the company’s stock worth $1,235,000 after buying an additional 9,227 shares in the last quarter. Litman Gregory Wealth Management LLC increased its holdings in Capital Group Dividend Value ETF by 3.7% in the 4th quarter. Litman Gregory Wealth Management LLC now owns 36,827 shares of the company’s stock worth $1,299,000 after acquiring an additional 1,327 shares in the last quarter. Stephens Inc. AR bought a new stake in Capital Group Dividend Value ETF during the 4th quarter worth approximately $247,000. Trilogy Capital Inc. lifted its holdings in Capital Group Dividend Value ETF by 5.0% during the fourth quarter. Trilogy Capital Inc. now owns 22,718 shares of the company’s stock valued at $801,000 after purchasing an additional 1,083 shares in the last quarter. Finally, Cerity Partners LLC raised its position in shares of Capital Group Dividend Value ETF by 15.0% during the 3rd quarter. Cerity Partners LLC now owns 62,822 shares of the company’s stock valued at $2,289,000 after purchasing an additional 8,203 shares during the period.

Capital Group Dividend Value ETF Stock Up 1.5 %

NYSEARCA CGDV opened at $36.67 on Thursday. Capital Group Dividend Value ETF has a twelve month low of $31.03 and a twelve month high of $37.38. The firm has a market cap of $14.02 billion, a price-to-earnings ratio of 25.21 and a beta of 0.90. The business has a 50-day moving average price of $36.33 and a 200-day moving average price of $36.22.

Capital Group Dividend Value ETF Company 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.