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Capital Group Dividend Value ETF

534 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, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
7.16%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
276
Pines Wealth Management
North Carolina
$1.93M +$92.6K +2,304 +5%
CAG
277
Curtis Advisory Group
California
$1.93M +$70K +1,772 +4%
GS
278
GTS Securities
New York
$1.92M -$5.1M -129,207 -73%
FTS
279
Fifth Third Securities
Ohio
$1.91M +$1.66M +41,941 +646%
WIC
280
Woodmont Investment Counsel
Tennessee
$1.83M +$199K +5,034 +12%
MSAM
281
Moloney Securities Asset Management
Missouri
$1.81M +$115K +2,909 +7%
SW
282
SteelPeak Wealth
California
$1.78M -$40.7K -1,027 -2%
CCA
283
Cypress Capital Advisors
Tennessee
$1.78M -$65.7K -1,663 -4%
FFN
284
Focus Financial Network
Minnesota
$1.77M +$1.77M +44,779 New
LF
285
Lantz Financial
Illinois
$1.68M +$19.5K +494 +1%
ALA
286
Atlas Legacy Advisors
California
$1.65M -$485K -12,305 -23%
OFS
287
OneAscent Financial Services
Alabama
$1.6M -$402K -10,169 -20%
OHWA
288
Oak Hill Wealth Advisors
Virginia
$1.6M +$211K +5,268 +15%
Natixis Advisors
289
Natixis Advisors
Massachusetts
$1.58M +$1.58M +39,991 New
NFA
290
Northwest Financial Advisors
Virginia
$1.58M +$18.8K +475 +1%
FW
291
FullCircle Wealth
Texas
$1.57M +$40.5K +995 +3%
FC
292
Financial Council
Maryland
$1.56M -$144K -3,651 -8%
EWS
293
Evergreen Wealth Solutions
Pennsylvania
$1.52M -$386K -9,767 -20%
WA
294
WESPAC Advisors
California
$1.51M +$36.2K +917 +2%
BPA
295
Beacon Pointe Advisors
California
$1.48M +$1.48M +37,464 New
PPWP
296
Premier Path Wealth Partners
New Jersey
$1.48M +$79 +2 +0%
PFA
297
Professional Financial Advisors
Nebraska
$1.46M +$162K +4,112 +12%
LA
298
Lynch & Associates
Indiana
$1.45M +$165K +4,178 +13%
DWM
299
Diversify Wealth Management
Utah
$1.44M +$613K +14,943 +74%
HAS
300
HBW Advisory Services
California
$1.43M +$1.03M +26,115 +261%