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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
JCM
251
Jacobi Capital Management
Pennsylvania
$2.7M
AIP
252
Ameritas Investment Partners
Nebraska
$2.69M
IA
253
IFG Advisory
Georgia
$2.61M
Cerity Partners
254
Cerity Partners
New York
$2.57M
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$2.56M
TCWM
256
Total Clarity Wealth Management
Illinois
$2.52M
FPF
257
First Pacific Financial
Washington
$2.52M
AWM
258
Accel Wealth Management
Iowa
$2.51M
TSMHT
259
Thurston Springer Miller Herd & Titak
Indiana
$2.51M
CFG
260
Certior Financial Group
Pennsylvania
$2.47M
BCM
261
Brookstone Capital Management
Illinois
$2.39M
LA
262
Latitude Advisors
Florida
$2.37M
CIA
263
Capital Investment Advisors
Georgia
$2.3M
SW
264
StrongBox Wealth
Missouri
$2.3M
HA
265
Herold Advisors
New York
$2.3M
PSCM
266
Per Stirling Capital Management
Texas
$2.27M
SWA
267
Stratos Wealth Advisors
Ohio
$2.21M
MWM
268
Meridian Wealth Management
Kentucky
$2.17M
GF
269
Gries Financial
Ohio
$2.14M
OWM
270
Orca Wealth Management
Florida
$2.13M
CPA
271
Clear Point Advisors
New York
$2.12M
SFG
272
Stonebridge Financial Group
Pennsylvania
$2.08M
RCA
273
Riverview Capital Advisers
Massachusetts
$2.02M
PWM
274
Perigon Wealth Management
California
$2.02M
OL
275
Owen LaRue
Kentucky
$2.01M