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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
Armor Investment Advisors
North Carolina
$4.43M
WIP
227
WealthCare Investment Partners
Rhode Island
$4.43M
AI
228
Atria Investments
North Carolina
$4.43M
CF
229
Centaurus Financial
California
$4.4M
AGP
230
Aspire Growth Partners
Florida
$4.33M
ATPW
231
Ashton Thomas Private Wealth
Arizona
$4.32M
Natixis Advisors
232
Natixis Advisors
Massachusetts
$4.29M
FSBI
233
Fearless Solutions (Best Invest)
Texas
$4.28M
BWM
234
BlackDiamond Wealth Management
New York
$4.26M
AAS
235
Ameritas Advisory Services
Nebraska
$4.24M
EWA
236
EverSource Wealth Advisors
Alabama
$4.23M
CFG
237
Cooper Financial Group
California
$4.23M
CAL
238
Capital Analysts LLC
Pennsylvania
$4.19M
NECFA
239
New England Capital Financial Advisors
Connecticut
$4.17M
TPF
240
Tribridge Partners Financial
Maryland
$4.16M
BC
241
Bulwark Capital
Florida
$4.11M
PWA
242
PCG Wealth Advisors
Kansas
$4.09M
SWP
243
Sagespring Wealth Partners
Tennessee
$4.08M
CFB
244
Cullen/Frost Bankers
Texas
$4.04M
IWM
245
IHT Wealth Management
Illinois
$4.02M
PAS
246
Park Avenue Securities
New York
$3.92M
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
$3.89M
SCA
248
Scott Capital Advisors
Oregon
$3.85M
EPW
249
Endeavor Private Wealth
Kansas
$3.83M
SWM
250
Spire Wealth Management
Virginia
$3.71M