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Capital Group Dividend Value ETF

534 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
7.16%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
301
Trinity Wealth Management
Pennsylvania
$1.38M -$4.28M -108,379 -76%
EWA
302
EQ Wealth Advisors
Texas
$1.38M +$1.32M +33,307 +2,109%
Creative Planning
303
Creative Planning
Kansas
$1.34M +$148K +3,747 +12%
CAM
304
CPA Asset Management
Florida
$1.33M +$136K +3,434 +11%
EFG
305
Elm3 Financial Group
Georgia
$1.32M +$413K +10,468 +46%
BB
306
Burford Brothers
Texas
$1.31M +$428K +10,840 +49%
TWM
307
Trueblood Wealth Management
Ohio
$1.29M +$121K +3,065 +10%
LGWM
308
Litman Gregory Wealth Management
California
$1.27M -$134K -3,394 -10%
KOMWMG
309
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.26M +$276K +6,993 +28%
BAM
310
Belpointe Asset Management
Nevada
$1.25M -$434 -11 -0%
FA
311
Fiduciary Alliance
South Carolina
$1.25M +$1.25M +31,604 New
CA
312
Calton & Associates
Florida
$1.25M +$215K +5,438 +21%
DAS
313
DMKC Advisory Services
Iowa
$1.23M +$1.23M +30,203 New
PTC
314
Private Trust Company
Ohio
$1.22M +$430K +10,894 +54%
FFA
315
Farther Finance Advisors
California
$1.2M +$838K +21,212 +230%
4WM
316
44 Wealth Management
Oregon
$1.19M +$1.19M +30,098 New
FLPIM
317
F.L. Putnam Investment Management
Massachusetts
$1.18M -$1.65M -41,874 -58%
SWGC
318
Summit Wealth Group (Colorado)
Colorado
$1.16M +$1.16M +29,260 New
GS
319
GWN Securities
Florida
$1.15M -$1.19M -30,003 -51%
SIM
320
Stratos Investment Management
Ohio
$1.15M +$1.15M +29,073 New
WOSD
321
WFA of San Diego
California
$1.15M +$1.15M +29,027 New
KA
322
Kovack Advisors
Florida
$1.14M +$195K +4,939 +21%
TWM
323
Tradition Wealth Management
Minnesota
$1.13M +$20.9K +528 +2%
IAIM
324
International Assets Investment Management
Florida
$1.12M +$125K +3,162 +13%
TSWM
325
Tyler-Stone Wealth Management
Ohio
$1.1M +$249K +6,309 +29%