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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
276
Atria Investments
North Carolina
$2.01M
Thrivent Financial for Lutherans
277
Thrivent Financial for Lutherans
Minnesota
$1.98M
FGA
278
Fortis Group Advisors
New Jersey
$1.95M
Comerica Bank
279
Comerica Bank
Texas
$1.95M
PWM
280
Pines Wealth Management
North Carolina
$1.93M
CAG
281
Curtis Advisory Group
California
$1.93M
GS
282
GTS Securities
New York
$1.92M
FTS
283
Fifth Third Securities
Ohio
$1.91M
WIC
284
Woodmont Investment Counsel
Tennessee
$1.83M
MSAM
285
Moloney Securities Asset Management
Missouri
$1.81M
SW
286
SteelPeak Wealth
California
$1.78M
CCA
287
Cypress Capital Advisors
Tennessee
$1.78M
FFN
288
Focus Financial Network
Minnesota
$1.77M
LF
289
Lantz Financial
Illinois
$1.68M
ALA
290
Atlas Legacy Advisors
California
$1.65M
OFS
291
OneAscent Financial Services
Alabama
$1.6M
OHWA
292
Oak Hill Wealth Advisors
Virginia
$1.6M
Natixis Advisors
293
Natixis Advisors
Massachusetts
$1.58M
NFA
294
Northwest Financial Advisors
Virginia
$1.58M
FW
295
FullCircle Wealth
Texas
$1.57M
FC
296
Financial Council
Maryland
$1.56M
EWS
297
Evergreen Wealth Solutions
Pennsylvania
$1.52M
WA
298
WESPAC Advisors
California
$1.51M
BPA
299
Beacon Pointe Advisors
California
$1.48M
PPWP
300
Premier Path Wealth Partners
New Jersey
$1.48M