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Capital Group Dividend Value ETF

535 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
326
Gateway Wealth Partners
Wisconsin
$1.07M +$202K +5,105 +23%
GFG
327
Goldstone Financial Group
Illinois
$1.06M +$91.8K +2,284 +9%
SGI
328
Summit Global Investments
Utah
$1.06M +$188K +4,754 +21%
HIA
329
Harbor Investment Advisory
Maryland
$1.03M +$248K +6,280 +32%
MFA
330
Mayflower Financial Advisors
Massachusetts
$1.03M +$299K +7,562 +41%
BC
331
Barrett & Company
Rhode Island
$1.02M +$59.4K +1,503 +6%
CFA
332
CWS Financial Advisors
Michigan
$1.01M +$17.5K +442 +2%
BAG
333
Bridgewealth Advisory Group
California
$1.01M +$111K +2,808 +12%
AIM
334
Advyzon Investment Management
Illinois
$984K +$984K +24,921 New
LSIA
335
LaSalle St. Investment Advisors
Illinois
$979K +$979K +24,811 New
KFGK
336
Keystone Financial Group (Kentucky)
Kentucky
$961K +$110K +2,782 +13%
WCP
337
Wealthcare Capital Partners
Pennsylvania
$957K +$541K +13,700 +130%
CAC
338
Certified Advisory Corp
Florida
$955K +$955K +24,193 New
VVP
339
Venture Visionary Partners
Ohio
$948K +$552K +13,989 +140%
MCA
340
Magnolia Capital Advisors
Mississippi
$937K +$79K +2,000 +9%
WWA
341
WCG Wealth Advisors
Nevada
$899K +$148K +3,747 +20%
CWMS
342
Cannon Wealth Management Services
North Carolina
$889K -$23.3K -589 -3%
Brown Advisory
343
Brown Advisory
Maryland
$879K +$163K +4,118 +23%
CWM
344
Cornerstone Wealth Management
Missouri
$878K +$47.7K +1,209 +6%
VFG
345
Victory Financial Group
Texas
$869K +$323K +8,182 +59%
TPBG
346
Turning Point Benefit Group
Maryland
$864K +$279K +7,068 +48%
SI
347
Stephens Inc
Arkansas
$858K +$310K +7,862 +57%
OWA
348
ORBA Wealth Advisors
Illinois
$855K
BPC
349
Banque Pictet & Cie
Switzerland
$848K
CA
350
CapWealth Advisors
Tennessee
$845K -$8.69K -220 -1%