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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
IAIM
351
International Assets Investment Management
Florida
$1.12M
CWM
352
Cornerstone Wealth Management
Missouri
$1.11M
BC
353
Barrett & Company
Rhode Island
$1.11M
SEP
354
Southland Equity Partners
Missouri
$1.1M
AC
355
AlphaCore Capital
California
$1.08M
CFA
356
CWS Financial Advisors
Michigan
$1.07M
HFS
357
Hopwood Financial Services
Virginia
$1.05M
GPW
358
Genesis Private Wealth
Virginia
$1.04M
WWA
359
WCG Wealth Advisors
Nevada
$1.03M
IAS
360
Investment Advisory Services
Texas
$1.03M
CAC
361
Certified Advisory Corp
Florida
$1.02M
MCA
362
Magnolia Capital Advisors
Mississippi
$988K
Ameriprise
363
Ameriprise
Minnesota
$942K
OWA
364
ORBA Wealth Advisors
Illinois
$910K
MCA
365
MSH Capital Advisors
Arizona
$908K
BPC
366
Banque Pictet & Cie
Switzerland
$902K
MFA
367
Mayflower Financial Advisors
Massachusetts
$901K
CA
368
CapWealth Advisors
Tennessee
$889K
WIM
369
Westside Investment Management
California
$880K
CWMS
370
Cannon Wealth Management Services
North Carolina
$877K
TC
371
Trilogy Capital
California
$874K
FGA
372
Fortis Group Advisors
New Jersey
$854K
FAIM
373
Financial Advocates Investment Management
Washington
$842K
SIS
374
Strategic Investment Solutions
Illinois
$830K
RMP
375
Richards, Merrill & Peterson
Washington
$793K