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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
KWM
251
Kingsview Wealth Management
Oregon
$1.86M
SFG
252
Stonebridge Financial Group
Pennsylvania
$1.83M
GF
253
Gries Financial
Ohio
$1.83M
OFS
254
OneAscent Financial Services
Alabama
$1.81M
RCA
255
Riverview Capital Advisers
Massachusetts
$1.8M
PWM
256
Perigon Wealth Management
California
$1.75M
EWS
257
Evergreen Wealth Solutions
Pennsylvania
$1.72M
OL
258
Owen LaRue
Kentucky
$1.71M
CAG
259
Curtis Advisory Group
California
$1.68M
RIA
260
Realta Investment Advisors
Delaware
$1.68M
CCA
261
Cypress Capital Advisors
Tennessee
$1.66M
SW
262
SteelPeak Wealth
California
$1.64M
CPA
263
Clear Point Advisors
New York
$1.56M
FC
264
Financial Council
Maryland
$1.54M
MSAM
265
Moloney Securities Asset Management
Missouri
$1.53M
FWS
266
FinDec Wealth Services
California
$1.53M
SW
267
Simplicity Wealth
New Jersey
$1.51M
CIA
268
Capital Investment Advisors
Georgia
$1.5M
LF
269
Lantz Financial
Illinois
$1.5M
WIC
270
Woodmont Investment Counsel
Tennessee
$1.47M
PWM
271
Pines Wealth Management
North Carolina
$1.46M
CP
272
Capital Planning
Washington
$1.45M
CFB
273
Cullen/Frost Bankers
Texas
$1.42M
CWA
274
CJM Wealth Advisers
Virginia
$1.41M
NFA
275
Northwest Financial Advisors
Virginia
$1.41M