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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFG Advisory
Georgia
$1.39M
FHA
277
Flagship Harbor Advisors
Massachusetts
$1.39M
WA
278
WESPAC Advisors
California
$1.33M
PPWP
279
Premier Path Wealth Partners
New Jersey
$1.33M
FW
280
FullCircle Wealth
Texas
$1.3M
LGWM
281
Litman Gregory Wealth Management
California
$1.27M
OHWA
282
Oak Hill Wealth Advisors
Virginia
$1.23M
PFA
283
Professional Financial Advisors
Nebraska
$1.17M
LA
284
Lynch & Associates
Indiana
$1.16M
BAM
285
Belpointe Asset Management
Nevada
$1.13M
CAM
286
CPA Asset Management
Florida
$1.07M
Creative Planning
287
Creative Planning
Kansas
$1.07M
TWM
288
Trueblood Wealth Management
Ohio
$1.06M
MCA
289
MSH Capital Advisors
Arizona
$1M
TWM
290
Tradition Wealth Management
Minnesota
$997K
TCWM
291
Total Clarity Wealth Management
Illinois
$934K
CA
292
Calton & Associates
Florida
$930K
MWM
293
Mascagni Wealth Management
Mississippi
$899K
IAIM
294
International Assets Investment Management
Florida
$897K
CFA
295
CWS Financial Advisors
Michigan
$892K
KOMWMG
296
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$884K
BC
297
Barrett & Company
Rhode Island
$869K
GFG
298
Goldstone Financial Group
Illinois
$863K
KA
299
Kovack Advisors
Florida
$857K
Comerica Bank
300
Comerica Bank
Texas
$835K