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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
EFG
301
Elm3 Financial Group
Georgia
$819K
CWMS
302
Cannon Wealth Management Services
North Carolina
$818K
BAG
303
Bridgewealth Advisory Group
California
$807K
BB
304
Burford Brothers
Texas
$792K
SGI
305
Summit Global Investments
Utah
$790K
GWP
306
Gateway Wealth Partners
Wisconsin
$780K
MCA
307
Magnolia Capital Advisors
Mississippi
$774K
OWA
308
ORBA Wealth Advisors
Illinois
$772K
TSWM
309
Tyler-Stone Wealth Management
Ohio
$772K
CA
310
CapWealth Advisors
Tennessee
$771K
KFGK
311
Keystone Financial Group (Kentucky)
Kentucky
$768K
BPC
312
Banque Pictet & Cie
Switzerland
$765K
CWM
313
Cornerstone Wealth Management
Missouri
$749K
JWBC
314
John W. Brooker & Co
California
$749K
TC
315
TownSquare Capital
Utah
$741K
D.E. Shaw & Co
316
D.E. Shaw & Co
New York
$736K
PTC
317
Private Trust Company
Ohio
$714K
RK
318
Rather & Kittrell
Tennessee
$707K
HIA
319
Harbor Investment Advisory
Maryland
$706K
CIS
320
Continental Investors Services
Washington
$704K
DWM
321
Diversify Wealth Management
Utah
$704K
WWA
322
WCG Wealth Advisors
Nevada
$677K
NA
323
Nautilus Advisors
California
$670K
MFA
324
Mayflower Financial Advisors
Massachusetts
$658K
Brown Advisory
325
Brown Advisory
Maryland
$647K