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

Everpar Advisors LLC raised its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 4.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 66,320 shares of the company’s stock after purchasing an additional 2,995 shares during the quarter. Capital Group Dividend Value ETF makes up about 1.2% of Everpar Advisors LLC’s holdings, making the stock its 14th biggest holding. Everpar Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $2,338,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Harbor Investment Advisory LLC raised its position in shares of Capital Group Dividend Value ETF by 2.1% in the 3rd quarter. Harbor Investment Advisory LLC now owns 14,600 shares of the company’s stock worth $532,000 after acquiring an additional 300 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its holdings in Capital Group Dividend Value ETF by 7.3% in the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 4,475 shares of the company’s stock worth $163,000 after purchasing an additional 304 shares in the last quarter. Professional Financial Advisors LLC lifted its position in Capital Group Dividend Value ETF by 1.2% during the fourth quarter. Professional Financial Advisors LLC now owns 32,882 shares of the company’s stock valued at $1,159,000 after buying an additional 383 shares during the period. Peapack Gladstone Financial Corp boosted its holdings in shares of Capital Group Dividend Value ETF by 0.5% during the 3rd quarter. Peapack Gladstone Financial Corp now owns 80,610 shares of the company’s stock valued at $2,937,000 after buying an additional 440 shares in the last quarter. Finally, Financial Council LLC grew its position in shares of Capital Group Dividend Value ETF by 1.5% in the 3rd quarter. Financial Council LLC now owns 31,514 shares of the company’s stock worth $1,148,000 after buying an additional 473 shares during the period.

Capital Group Dividend Value ETF Price Performance

Shares of NYSEARCA CGDV opened at $35.53 on Friday. The stock has a market cap of $8.10 billion, a P/E ratio of 22.38 and a beta of 0.92. Capital Group Dividend Value ETF has a 1 year low of $29.23 and a 1 year high of $37.17. The firm has a 50-day moving average of $36.08 and a 200 day moving average of $35.54.

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.