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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
GFG
326
Goldstone Financial Group
Illinois
$1.41M
WCP
327
Wealthcare Capital Partners
Pennsylvania
$1.39M
BAG
328
Bridgewealth Advisory Group
California
$1.39M
BB
329
Burford Brothers
Texas
$1.38M
EFG
330
Elm3 Financial Group
Georgia
$1.37M
DAS
331
DMKC Advisory Services
Iowa
$1.37M
CAM
332
CPA Asset Management
Florida
$1.36M
LSIA
333
LaSalle St. Investment Advisors
Illinois
$1.35M
FA
334
Fiduciary Alliance
South Carolina
$1.34M
AIM
335
Advyzon Investment Management
Illinois
$1.33M
PTC
336
Private Trust Company
Ohio
$1.31M
SIM
337
Stratos Investment Management
Ohio
$1.29M
HWM
338
HB Wealth Management
Georgia
$1.28M
4WM
339
44 Wealth Management
Oregon
$1.27M
TWM
340
Tradition Wealth Management
Minnesota
$1.27M
WCFA
341
Walkner Condon Financial Advisors
Wisconsin
$1.2M
GS
342
GWN Securities
Florida
$1.19M
Brown Advisory
343
Brown Advisory
Maryland
$1.19M
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$1.14M
LC
345
Landaas & Company
Wisconsin
$1.13M
MFG
346
Mann Financial Group
Minnesota
$1.13M
IAIM
347
International Assets Investment Management
Florida
$1.12M
CWM
348
Cornerstone Wealth Management
Missouri
$1.11M
BC
349
Barrett & Company
Rhode Island
$1.11M
SEP
350
Southland Equity Partners
Missouri
$1.1M