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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
Cerity Partners
251
Cerity Partners
New York
$2.57M
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$2.56M
TCWM
253
Total Clarity Wealth Management
Illinois
$2.52M
FPF
254
First Pacific Financial
Washington
$2.52M
AWM
255
Accel Wealth Management
Iowa
$2.51M
TSMHT
256
Thurston Springer Miller Herd & Titak
Indiana
$2.51M
CFG
257
Certior Financial Group
Pennsylvania
$2.47M
BCM
258
Brookstone Capital Management
Illinois
$2.39M
LA
259
Latitude Advisors
Florida
$2.37M
CIA
260
Capital Investment Advisors
Georgia
$2.3M
SW
261
StrongBox Wealth
Missouri
$2.3M
HA
262
Herold Advisors
New York
$2.3M
PSCM
263
Per Stirling Capital Management
Texas
$2.27M
SWA
264
Stratos Wealth Advisors
Ohio
$2.21M
MWM
265
Meridian Wealth Management
Kentucky
$2.17M
GF
266
Gries Financial
Ohio
$2.14M
OWM
267
Orca Wealth Management
Florida
$2.13M
CPA
268
Clear Point Advisors
New York
$2.12M
SFG
269
Stonebridge Financial Group
Pennsylvania
$2.08M
RCA
270
Riverview Capital Advisers
Massachusetts
$2.02M
PWM
271
Perigon Wealth Management
California
$2.02M
OL
272
Owen LaRue
Kentucky
$2.01M
AI
273
Atria Investments
North Carolina
$2.01M
Thrivent Financial for Lutherans
274
Thrivent Financial for Lutherans
Minnesota
$1.98M
FGA
275
Fortis Group Advisors
New Jersey
$1.95M