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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
SCM
251
SOL Capital Management
Maryland
$3.33M
CA
252
Carson Advisory
Georgia
$3.33M
AIFS
253
A&I Financial Services
Colorado
$3.31M
SFG
254
Stonebridge Financial Group
Pennsylvania
$3.24M
LPAM
255
Lodestar Private Asset Management
California
$3.21M
BCM
256
Brookstone Capital Management
Illinois
$3.19M
KCIC
257
Kuhn & Co Investment Counsel
Illinois
$3.19M
CFG
258
Certior Financial Group
Pennsylvania
$3.17M
SWM
259
Silverlake Wealth Management
Vermont
$3.15M
ATS
260
Ashton Thomas Securities
New York
$3.13M
HP
261
Holistic Planning
Texas
$3.05M
LA
262
Latitude Advisors
Florida
$2.98M
TCG
263
Transcendent Capital Group
Oklahoma
$2.93M
CIA
264
Capital Investment Advisors
Georgia
$2.93M
Comerica Bank
265
Comerica Bank
Texas
$2.9M
KA
266
Kovack Advisors
Florida
$2.87M
AIP
267
Ameritas Investment Partners
Nebraska
$2.83M
JCM
268
Jacobi Capital Management
Pennsylvania
$2.73M
KFP
269
KMG Fiduciary Partners
Ohio
$2.73M
FFN
270
Focus Financial Network
Minnesota
$2.71M
WA
271
WESPAC Advisors
California
$2.64M
MWM
272
Meridian Wealth Management
Kentucky
$2.63M
Cerity Partners
273
Cerity Partners
New York
$2.62M
TCWM
274
Total Clarity Wealth Management
Illinois
$2.59M
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M