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Capital Group Dividend Value ETF

537 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$3.36M
SW
227
Simplicity Wealth
New Jersey
$3.3M
EPW
228
Endeavor Private Wealth
Kansas
$3.29M
CAM
229
Cozad Asset Management
Illinois
$3.27M
WIP
230
WealthCare Investment Partners
Rhode Island
$3.25M
SS
231
Sunbelt Securities
Texas
$3.22M
SWM
232
Spire Wealth Management
Virginia
$3.22M
LPAM
233
Lodestar Private Asset Management
California
$3.07M
KCIC
234
Kuhn & Co Investment Counsel
Illinois
$3.05M
SCM
235
SOL Capital Management
Maryland
$3.04M
AIFS
236
A&I Financial Services
Colorado
$2.99M
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$2.96M
SWM
238
Silverlake Wealth Management
Vermont
$2.95M
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$2.93M
HP
240
Holistic Planning
Texas
$2.93M
CFB
241
Cullen/Frost Bankers
Texas
$2.93M
CA
242
Carson Advisory
Georgia
$2.89M
ATS
243
Ashton Thomas Securities
New York
$2.89M
TCG
244
Transcendent Capital Group
Oklahoma
$2.82M
NS
245
NBC Securities
Alabama
$2.78M
ATPW
246
Ashton Thomas Private Wealth
Arizona
$2.75M
KFP
247
KMG Fiduciary Partners
Ohio
$2.71M
JCM
248
Jacobi Capital Management
Pennsylvania
$2.7M
AIP
249
Ameritas Investment Partners
Nebraska
$2.69M
IA
250
IFG Advisory
Georgia
$2.61M