Nations Financial Group Inc. IA ADV Has $7.87 Million Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Nations Financial Group Inc. IA ADV increased its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 850.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 223,143 shares of the company’s stock after purchasing an additional 199,660 shares during the period. Nations Financial Group Inc. IA ADV’s holdings in Capital Group Dividend Value ETF were worth $7,868,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Blue Trust Inc. boosted its holdings in Capital Group Dividend Value ETF by 33.3% in the fourth quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock worth $58,000 after purchasing an additional 400 shares in the last quarter. Cassady Schiller Wealth Management LLC bought a new stake in Capital Group Dividend Value ETF in the third quarter worth $83,000. Oakworth Capital Inc. bought a new stake in Capital Group Dividend Value ETF in the fourth quarter worth $129,000. Westside Investment Management Inc. boosted its holdings in Capital Group Dividend Value ETF by 1,595.7% during the fourth quarter. Westside Investment Management Inc. now owns 3,900 shares of the company’s stock valued at $138,000 after acquiring an additional 3,670 shares during the period. Finally, Valley National Advisers Inc. boosted its holdings in Capital Group Dividend Value ETF by 503.2% during the third quarter. Valley National Advisers Inc. now owns 4,192 shares of the company’s stock valued at $151,000 after acquiring an additional 3,497 shares during the period.

Capital Group Dividend Value ETF Price Performance

CGDV stock opened at $37.20 on Friday. Capital Group Dividend Value ETF has a 52-week low of $30.28 and a 52-week high of $37.38. The company has a 50-day moving average of $36.12 and a two-hundred day moving average of $35.96. The stock has a market capitalization of $8.48 billion, a price-to-earnings ratio of 22.38 and a beta of 0.92.

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.