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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$2.35M
CFG
227
Certior Financial Group
Pennsylvania
$2.34M
GIA
228
Gladstone Institutional Advisory
Florida
$2.33M
CAM
229
Cozad Asset Management
Illinois
$2.33M
Cerity Partners
230
Cerity Partners
New York
$2.32M
PCIA
231
Prime Capital Investment Advisors
Kansas
$2.28M
AI
232
Atria Investments
North Carolina
$2.24M
AIP
233
Ameritas Investment Partners
Nebraska
$2.2M
NS
234
NBC Securities
Alabama
$2.19M
NECFA
235
New England Capital Financial Advisors
Connecticut
$2.13M
GS
236
GWN Securities
Florida
$2.11M
CF
237
Centaurus Financial
California
$2.09M
WIP
238
WealthCare Investment Partners
Rhode Island
$2.08M
MLRA
239
Main Line Retirement Advisors
Montana
$2.08M
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M
PSCM
241
Per Stirling Capital Management
Texas
$2.06M
FPF
242
First Pacific Financial
Washington
$2.05M
LA
243
Latitude Advisors
Florida
$2.04M
SWA
244
Stratos Wealth Advisors
Ohio
$1.99M
ALA
245
Atlas Legacy Advisors
California
$1.97M
JCM
246
Jacobi Capital Management
Pennsylvania
$1.93M
SW
247
StrongBox Wealth
Missouri
$1.91M
OWM
248
Orca Wealth Management
Florida
$1.9M
AWM
249
Accel Wealth Management
Iowa
$1.88M
FGA
250
Fortis Group Advisors
New Jersey
$1.86M