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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
TWM
326
Trueblood Wealth Management
Ohio
$1.45M
KOMWMG
327
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.45M
HNWAG
328
High Net Worth Advisory Group
Florida
$1.43M
WFS
329
Widmann Financial Services
Maryland
$1.43M
GFG
330
Goldstone Financial Group
Illinois
$1.41M
WCP
331
Wealthcare Capital Partners
Pennsylvania
$1.39M
BAG
332
Bridgewealth Advisory Group
California
$1.39M
BB
333
Burford Brothers
Texas
$1.38M
EFG
334
Elm3 Financial Group
Georgia
$1.37M
DAS
335
DMKC Advisory Services
Iowa
$1.37M
CAM
336
CPA Asset Management
Florida
$1.36M
LSIA
337
LaSalle St. Investment Advisors
Illinois
$1.35M
FA
338
Fiduciary Alliance
South Carolina
$1.34M
AIM
339
Advyzon Investment Management
Illinois
$1.33M
PTC
340
Private Trust Company
Ohio
$1.31M
SIM
341
Stratos Investment Management
Ohio
$1.29M
HWM
342
HB Wealth Management
Georgia
$1.28M
4WM
343
44 Wealth Management
Oregon
$1.27M
TWM
344
Tradition Wealth Management
Minnesota
$1.27M
WCFA
345
Walkner Condon Financial Advisors
Wisconsin
$1.2M
GS
346
GWN Securities
Florida
$1.19M
Brown Advisory
347
Brown Advisory
Maryland
$1.19M
FLPIM
348
F.L. Putnam Investment Management
Massachusetts
$1.14M
LC
349
Landaas & Company
Wisconsin
$1.13M
MFG
350
Mann Financial Group
Minnesota
$1.13M