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Capital Group Dividend Value ETF

346 hedge funds and large institutions have $6.29B invested in Capital Group Dividend Value ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+41
Holders Change %
+13.44%
% of All Funds
5.03%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.45%
New
64
Increased
217
Reduced
39
Closed
19
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
276
Lion Street Advisors
Texas
$316K +$12.7K +384 +4%
QC
277
Quadrature Capital
United Kingdom
$313K +$313K +9,500 New
FF
278
Francis Financial
$313K +$49.6K +1,504 +19%
BGAI
279
Bruce G. Allen Investments
Colorado
$313K +$9.47K +287 +3%
CA
280
Calton & Associates
Florida
$306K +$306K +9,258 New
FEM
281
Fulcrum Equity Management
Texas
$304K +$304K +9,223 New
OPPS
282
Obsidian Personal Planning Solutions
Maryland
$304K
TI
283
tru Independence
Oregon
$289K +$429 +13 +0.1%
HFA
284
High Falls Advisors
New York
$282K +$49.8K +1,509 +21%
TC
285
Trilogy Capital
California
$280K +$280K +8,492 New
GF
286
Gimbal Financial
Indiana
$278K +$34 +1 +0%
HA
287
HFG Advisors
Ohio
$275K
SFWC
288
Strategic Family Wealth Counselors
New Jersey
$274K
FP
289
Financial Perspectives
Minnesota
$261K +$15.4K +468 +6%
BAG
290
Bridgewealth Advisory Group
California
$250K +$24.6K +745 +11%
KA
291
Kovack Advisors
Florida
$240K -$37.5K -1,137 -14%
GWP
292
Gateway Wealth Partners
Wisconsin
$239K +$239K +7,242 New
SCA
293
Snowden Capital Advisors
New York
$239K +$3.05K +92 +1%
UAG
294
United Advisor Group
Ohio
$238K +$238K +7,226 New
WAM
295
WealthTrust Asset Management
Florida
$235K -$132K -3,991 -36%
MFS
296
McNamara Financial Services
Massachusetts
$235K +$235K +7,112 New
DFG
297
Dupree Financial Group
Kentucky
$234K +$234K +7,089 New
CWA
298
CJM Wealth Advisers
Virginia
$232K
HIM
299
Hanlon Investment Management
New Jersey
$231K +$231K +7,012 New
BW
300
Bison Wealth
Georgia
$230K