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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
MWM
276
Meridian Wealth Management
Kentucky
$2.63M
Cerity Partners
277
Cerity Partners
New York
$2.62M
TCWM
278
Total Clarity Wealth Management
Illinois
$2.59M
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M
SW
280
StrongBox Wealth
Missouri
$2.58M
SWA
281
Stratos Wealth Advisors
Ohio
$2.57M
Kovitz Investment Group Partners
282
Kovitz Investment Group Partners
Illinois
$2.57M
FTS
283
Fifth Third Securities
Ohio
$2.54M
OHWA
284
Oak Hill Wealth Advisors
Virginia
$2.52M
VFG
285
Victory Financial Group
Texas
$2.46M
PWM
286
Perigon Wealth Management
California
$2.45M
CPA
287
Clear Point Advisors
New York
$2.41M
BWG
288
Beta Wealth Group
California
$2.4M
TPBG
289
Turning Point Benefit Group
Maryland
$2.39M
GF
290
Gries Financial
Ohio
$2.34M
OWM
291
Orca Wealth Management
Florida
$2.27M
AWA
292
Arkadios Wealth Advisors
Georgia
$2.2M
HAS
293
HBW Advisory Services
California
$2.19M
HIA
294
Harbor Investment Advisory
Maryland
$2.1M
RCA
295
Riverview Capital Advisers
Massachusetts
$2.09M
CAG
296
Curtis Advisory Group
California
$2.06M
CA
297
Calton & Associates
Florida
$2.02M
SW
298
SteelPeak Wealth
California
$2M
HA
299
Herold Advisors
New York
$1.97M
DWM
300
Diversify Wealth Management
Utah
$1.96M