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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
KA
326
Kovack Advisors
Florida
$1.14M
TWM
327
Tradition Wealth Management
Minnesota
$1.13M
IAIM
328
International Assets Investment Management
Florida
$1.12M
TSWM
329
Tyler-Stone Wealth Management
Ohio
$1.1M
GWP
330
Gateway Wealth Partners
Wisconsin
$1.07M
GFG
331
Goldstone Financial Group
Illinois
$1.06M
SGI
332
Summit Global Investments
Utah
$1.06M
HIA
333
Harbor Investment Advisory
Maryland
$1.03M
MFA
334
Mayflower Financial Advisors
Massachusetts
$1.03M
BC
335
Barrett & Company
Rhode Island
$1.02M
CFA
336
CWS Financial Advisors
Michigan
$1.01M
BAG
337
Bridgewealth Advisory Group
California
$1.01M
AIM
338
Advyzon Investment Management
Illinois
$984K
LSIA
339
LaSalle St. Investment Advisors
Illinois
$979K
KFGK
340
Keystone Financial Group (Kentucky)
Kentucky
$961K
WCP
341
Wealthcare Capital Partners
Pennsylvania
$957K
CAC
342
Certified Advisory Corp
Florida
$955K
VVP
343
Venture Visionary Partners
Ohio
$948K
MCA
344
Magnolia Capital Advisors
Mississippi
$937K
WWA
345
WCG Wealth Advisors
Nevada
$899K
CWMS
346
Cannon Wealth Management Services
North Carolina
$889K
Brown Advisory
347
Brown Advisory
Maryland
$879K
CWM
348
Cornerstone Wealth Management
Missouri
$878K
VFG
349
Victory Financial Group
Texas
$869K
TPBG
350
Turning Point Benefit Group
Maryland
$864K