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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
PWM
301
Pines Wealth Management
North Carolina
$1.94M
FW
302
FullCircle Wealth
Texas
$1.91M
MSAM
303
Moloney Securities Asset Management
Missouri
$1.9M
NFA
304
Northwest Financial Advisors
Virginia
$1.9M
OFS
305
OneAscent Financial Services
Alabama
$1.82M
LF
306
Lantz Financial
Illinois
$1.79M
ALA
307
Atlas Legacy Advisors
California
$1.77M
FC
308
Financial Council
Maryland
$1.74M
CCA
309
Cypress Capital Advisors
Tennessee
$1.72M
FFA
310
Farther Finance Advisors
California
$1.71M
EWA
311
EQ Wealth Advisors
Texas
$1.69M
Creative Planning
312
Creative Planning
Kansas
$1.68M
RK
313
Rather & Kittrell
Tennessee
$1.68M
LA
314
Lynch & Associates
Indiana
$1.64M
EWS
315
Evergreen Wealth Solutions
Pennsylvania
$1.6M
PPWP
316
Premier Path Wealth Partners
New Jersey
$1.59M
TWM
317
Trinity Wealth Management
Pennsylvania
$1.58M
SGI
318
Summit Global Investments
Utah
$1.53M
LBC
319
Leigh Baldwin & Co
New York
$1.53M
PFA
320
Professional Financial Advisors
Nebraska
$1.53M
SF
321
Summit Financial
New Jersey
$1.52M
GWP
322
Gateway Wealth Partners
Wisconsin
$1.51M
BAM
323
Belpointe Asset Management
Nevada
$1.49M
LGWM
324
Litman Gregory Wealth Management
California
$1.46M
SW
325
Simplicity Wealth
New Jersey
$1.46M