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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
MIA
251
Milestone Investment Advisors
Wisconsin
$3.58M
FPF
252
First Pacific Financial
Washington
$3.55M
SS
253
Sunbelt Securities
Texas
$3.5M
OL
254
Owen LaRue
Kentucky
$3.47M
SCM
255
SOL Capital Management
Maryland
$3.33M
CA
256
Carson Advisory
Georgia
$3.33M
AIFS
257
A&I Financial Services
Colorado
$3.31M
SFG
258
Stonebridge Financial Group
Pennsylvania
$3.24M
LPAM
259
Lodestar Private Asset Management
California
$3.21M
BCM
260
Brookstone Capital Management
Illinois
$3.19M
KCIC
261
Kuhn & Co Investment Counsel
Illinois
$3.19M
CFG
262
Certior Financial Group
Pennsylvania
$3.17M
SWM
263
Silverlake Wealth Management
Vermont
$3.15M
ATS
264
Ashton Thomas Securities
New York
$3.13M
HP
265
Holistic Planning
Texas
$3.05M
LA
266
Latitude Advisors
Florida
$2.98M
TCG
267
Transcendent Capital Group
Oklahoma
$2.93M
CIA
268
Capital Investment Advisors
Georgia
$2.93M
Comerica Bank
269
Comerica Bank
Texas
$2.9M
KA
270
Kovack Advisors
Florida
$2.87M
AIP
271
Ameritas Investment Partners
Nebraska
$2.83M
JCM
272
Jacobi Capital Management
Pennsylvania
$2.73M
KFP
273
KMG Fiduciary Partners
Ohio
$2.73M
FFN
274
Focus Financial Network
Minnesota
$2.71M
WA
275
WESPAC Advisors
California
$2.64M