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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
AC
351
AlphaCore Capital
California
$1.08M
CFA
352
CWS Financial Advisors
Michigan
$1.07M
HFS
353
Hopwood Financial Services
Virginia
$1.05M
GPW
354
Genesis Private Wealth
Virginia
$1.04M
WWA
355
WCG Wealth Advisors
Nevada
$1.03M
IAS
356
Investment Advisory Services
Texas
$1.03M
CAC
357
Certified Advisory Corp
Florida
$1.02M
MCA
358
Magnolia Capital Advisors
Mississippi
$988K
Ameriprise
359
Ameriprise
Minnesota
$942K
OWA
360
ORBA Wealth Advisors
Illinois
$910K
MCA
361
MSH Capital Advisors
Arizona
$908K
BPC
362
Banque Pictet & Cie
Switzerland
$902K
MFA
363
Mayflower Financial Advisors
Massachusetts
$901K
CA
364
CapWealth Advisors
Tennessee
$889K
WIM
365
Westside Investment Management
California
$880K
CWMS
366
Cannon Wealth Management Services
North Carolina
$877K
TC
367
Trilogy Capital
California
$874K
FGA
368
Fortis Group Advisors
New Jersey
$854K
FAIM
369
Financial Advocates Investment Management
Washington
$842K
RMP
370
Richards, Merrill & Peterson
Washington
$793K
SP
371
Stablepoint Partners
Massachusetts
$790K
NWMG
372
National Wealth Management Group
Ohio
$788K
FA
373
Freestate Advisors
Kansas
$777K
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$763K
CIS
375
Continental Investors Services
Washington
$753K