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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
PFA
301
Professional Financial Advisors
Nebraska
$1.46M
LA
302
Lynch & Associates
Indiana
$1.45M
DWM
303
Diversify Wealth Management
Utah
$1.44M
HAS
304
HBW Advisory Services
California
$1.43M
TWM
305
Trinity Wealth Management
Pennsylvania
$1.38M
EWA
306
EQ Wealth Advisors
Texas
$1.38M
Creative Planning
307
Creative Planning
Kansas
$1.34M
CAM
308
CPA Asset Management
Florida
$1.33M
EFG
309
Elm3 Financial Group
Georgia
$1.32M
BB
310
Burford Brothers
Texas
$1.31M
TWM
311
Trueblood Wealth Management
Ohio
$1.29M
LGWM
312
Litman Gregory Wealth Management
California
$1.27M
KOMWMG
313
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.26M
BAM
314
Belpointe Asset Management
Nevada
$1.25M
FA
315
Fiduciary Alliance
South Carolina
$1.25M
CA
316
Calton & Associates
Florida
$1.25M
DAS
317
DMKC Advisory Services
Iowa
$1.23M
PTC
318
Private Trust Company
Ohio
$1.22M
FFA
319
Farther Finance Advisors
California
$1.2M
4WM
320
44 Wealth Management
Oregon
$1.19M
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$1.18M
SWGC
322
Summit Wealth Group (Colorado)
Colorado
$1.16M
GS
323
GWN Securities
Florida
$1.15M
SIM
324
Stratos Investment Management
Ohio
$1.15M
WOSD
325
WFA of San Diego
California
$1.15M