Rothschild Investment LLC Increases Stock Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Rothschild Investment LLC lifted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 9.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 107,597 shares of the company’s stock after buying an additional 9,687 shares during the quarter. Rothschild Investment LLC’s holdings in Capital Group Dividend Value ETF were worth $3,794,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of the stock. Delta Financial Group Inc. raised its holdings in shares of Capital Group Dividend Value ETF by 22.6% during the 4th quarter. Delta Financial Group Inc. now owns 168,542 shares of the company’s stock valued at $5,943,000 after buying an additional 31,046 shares during the period. MONECO Advisors LLC increased its holdings in Capital Group Dividend Value ETF by 51.2% during the 4th quarter. MONECO Advisors LLC now owns 10,058 shares of the company’s stock worth $355,000 after purchasing an additional 3,408 shares during the last quarter. New England Capital Financial Advisors LLC increased its holdings in Capital Group Dividend Value ETF by 56.0% during the 4th quarter. New England Capital Financial Advisors LLC now owns 46,626 shares of the company’s stock worth $1,644,000 after purchasing an additional 16,732 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new stake in Capital Group Dividend Value ETF during the 4th quarter worth approximately $265,000. Finally, Concurrent Investment Advisors LLC increased its holdings in Capital Group Dividend Value ETF by 26.5% during the 4th quarter. Concurrent Investment Advisors LLC now owns 398,068 shares of the company’s stock worth $14,036,000 after purchasing an additional 83,315 shares during the last quarter.

Capital Group Dividend Value ETF Stock Down 1.3 %

CGDV stock opened at $36.83 on Monday. Capital Group Dividend Value ETF has a 52-week low of $30.72 and a 52-week high of $37.38. The stock’s 50 day moving average is $36.20 and its two-hundred day moving average is $36.10. The company has a market capitalization of $8.39 billion, a PE ratio of 22.38 and a beta of 0.92.

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.