Everpar Advisors LLC Increases Stock Position in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Everpar Advisors LLC raised its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 19.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 79,511 shares of the company’s stock after buying an additional 13,191 shares during the quarter. Capital Group Dividend Value ETF comprises approximately 1.5% of Everpar Advisors LLC’s portfolio, making the stock its 11th biggest position. Everpar Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $2,834,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Owen LaRue LLC increased its holdings in shares of Capital Group Dividend Value ETF by 0.6% during the fourth quarter. Owen LaRue LLC now owns 48,940 shares of the company’s stock valued at $1,726,000 after acquiring an additional 292 shares in the last quarter. National Wealth Management Group LLC increased its holdings in shares of Capital Group Dividend Value ETF by 2.1% during the fourth quarter. National Wealth Management Group LLC now owns 16,354 shares of the company’s stock valued at $577,000 after acquiring an additional 329 shares in the last quarter. 180 Wealth Advisors LLC increased its holdings in shares of Capital Group Dividend Value ETF by 5.3% during the first quarter. 180 Wealth Advisors LLC now owns 7,348 shares of the company’s stock valued at $263,000 after acquiring an additional 371 shares in the last quarter. Financial Perspectives Inc increased its holdings in shares of Capital Group Dividend Value ETF by 7.5% during the fourth quarter. Financial Perspectives Inc now owns 9,347 shares of the company’s stock valued at $330,000 after acquiring an additional 656 shares in the last quarter. Finally, Lodestone Wealth Management LLC increased its holdings in shares of Capital Group Dividend Value ETF by 0.6% during the fourth quarter. Lodestone Wealth Management LLC now owns 116,407 shares of the company’s stock valued at $4,104,000 after acquiring an additional 683 shares in the last quarter.

Capital Group Dividend Value ETF Price Performance

Shares of NYSEARCA:CGDV opened at $38.35 on Friday. Capital Group Dividend Value ETF has a 1-year low of $30.94 and a 1-year high of $38.64. The business has a fifty day moving average price of $35.86 and a 200-day moving average price of $36.02. The company has a market capitalization of $17.32 billion, a PE ratio of 26.38 and a beta of 0.90.

Capital Group Dividend Value ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Tuesday, April 1st. Investors of record on Monday, March 31st were issued a $0.1067 dividend. The ex-dividend date of this dividend was Monday, March 31st.

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.