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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
OFS
301
OneAscent Financial Services
Alabama
$1.82M
LF
302
Lantz Financial
Illinois
$1.79M
ALA
303
Atlas Legacy Advisors
California
$1.77M
FC
304
Financial Council
Maryland
$1.74M
CCA
305
Cypress Capital Advisors
Tennessee
$1.72M
FFA
306
Farther Finance Advisors
California
$1.71M
EWA
307
EQ Wealth Advisors
Texas
$1.69M
Creative Planning
308
Creative Planning
Kansas
$1.68M
RK
309
Rather & Kittrell
Tennessee
$1.68M
LA
310
Lynch & Associates
Indiana
$1.64M
EWS
311
Evergreen Wealth Solutions
Pennsylvania
$1.6M
PPWP
312
Premier Path Wealth Partners
New Jersey
$1.59M
TWM
313
Trinity Wealth Management
Pennsylvania
$1.58M
SGI
314
Summit Global Investments
Utah
$1.53M
LBC
315
Leigh Baldwin & Co
New York
$1.53M
PFA
316
Professional Financial Advisors
Nebraska
$1.53M
SF
317
Summit Financial
New Jersey
$1.52M
GWP
318
Gateway Wealth Partners
Wisconsin
$1.51M
BAM
319
Belpointe Asset Management
Nevada
$1.49M
LGWM
320
Litman Gregory Wealth Management
California
$1.46M
SW
321
Simplicity Wealth
New Jersey
$1.46M
TWM
322
Trueblood Wealth Management
Ohio
$1.45M
KOMWMG
323
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.45M
HNWAG
324
High Net Worth Advisory Group
Florida
$1.43M
WFS
325
Widmann Financial Services
Maryland
$1.43M