Global Retirement Partners LLC Grows Stock Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Global Retirement Partners LLC grew its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 5.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 689,122 shares of the company’s stock after purchasing an additional 34,932 shares during the period. Capital Group Dividend Value ETF comprises about 0.7% of Global Retirement Partners LLC’s holdings, making the stock its 24th largest holding. Global Retirement Partners LLC owned approximately 0.30% of Capital Group Dividend Value ETF worth $24,298,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Professional Financial Advisors LLC grew its holdings in shares of Capital Group Dividend Value ETF by 1.2% during the 4th quarter. Professional Financial Advisors LLC now owns 32,882 shares of the company’s stock valued at $1,159,000 after purchasing an additional 383 shares during the last quarter. Blue Trust Inc. boosted its position in Capital Group Dividend Value ETF by 33.3% during the fourth quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock valued at $58,000 after buying an additional 400 shares during the period. Carnegie Lake Advisors LLC grew its stake in shares of Capital Group Dividend Value ETF by 7.3% during the fourth quarter. Carnegie Lake Advisors LLC now owns 6,142 shares of the company’s stock valued at $217,000 after buying an additional 420 shares during the last quarter. Peapack Gladstone Financial Corp increased its holdings in shares of Capital Group Dividend Value ETF by 0.5% in the third quarter. Peapack Gladstone Financial Corp now owns 80,610 shares of the company’s stock worth $2,937,000 after buying an additional 440 shares during the period. Finally, Stratos Wealth Advisors LLC lifted its stake in shares of Capital Group Dividend Value ETF by 0.8% in the 4th quarter. Stratos Wealth Advisors LLC now owns 54,443 shares of the company’s stock valued at $1,920,000 after acquiring an additional 449 shares during the last quarter.

Capital Group Dividend Value ETF Price Performance

CGDV opened at $37.21 on Wednesday. The stock’s 50 day simple moving average is $36.15 and its 200 day simple moving average is $36.02. Capital Group Dividend Value ETF has a 1 year low of $30.28 and a 1 year high of $37.38. The firm has a market cap of $8.48 billion, a price-to-earnings ratio of 22.38 and a beta of 0.92.

About Capital Group Dividend Value ETF

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.