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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
AGP
226
Aspire Growth Partners
Florida
$4.33M
ATPW
227
Ashton Thomas Private Wealth
Arizona
$4.32M
Natixis Advisors
228
Natixis Advisors
Massachusetts
$4.29M
FSBI
229
Fearless Solutions (Best Invest)
Texas
$4.28M
BWM
230
BlackDiamond Wealth Management
New York
$4.26M
AAS
231
Ameritas Advisory Services
Nebraska
$4.24M
EWA
232
EverSource Wealth Advisors
Alabama
$4.23M
CFG
233
Cooper Financial Group
California
$4.23M
CAL
234
Capital Analysts LLC
Pennsylvania
$4.19M
NECFA
235
New England Capital Financial Advisors
Connecticut
$4.17M
TPF
236
Tribridge Partners Financial
Maryland
$4.16M
BC
237
Bulwark Capital
Florida
$4.11M
PWA
238
PCG Wealth Advisors
Kansas
$4.09M
SWP
239
Sagespring Wealth Partners
Tennessee
$4.08M
CFB
240
Cullen/Frost Bankers
Texas
$4.04M
IWM
241
IHT Wealth Management
Illinois
$4.02M
PAS
242
Park Avenue Securities
New York
$3.92M
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$3.89M
SCA
244
Scott Capital Advisors
Oregon
$3.85M
EPW
245
Endeavor Private Wealth
Kansas
$3.83M
SWM
246
Spire Wealth Management
Virginia
$3.71M
MIA
247
Milestone Investment Advisors
Wisconsin
$3.58M
FPF
248
First Pacific Financial
Washington
$3.55M
SS
249
Sunbelt Securities
Texas
$3.5M
OL
250
Owen LaRue
Kentucky
$3.47M