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Capital Group Dividend Value ETF

383 hedge funds and large institutions have $8.15B invested in Capital Group Dividend Value ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 238 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+37
Holders Change %
+10.69%
% of All Funds
5.54%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.51%
New
59
Increased
238
Reduced
54
Closed
17
Calls
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
351
Valley National Advisers
Pennsylvania
$151K +$126K +3,497 +503%
OA
352
Operose Advisors
Wisconsin
$149K +$149K +4,098 New
MG
353
Mather Group
Illinois
$126K +$33.9K +930 +37%
OC
354
Oarsman Capital
Wisconsin
$123K +$123K +3,384 New
FCA
355
FinTrust Capital Advisors
South Carolina
$109K
MSFP
356
Mark Sheptoff Financial Planning
Connecticut
$101K -$39.2K -1,075 -28%
WAS
357
Winch Advisory Services
Wisconsin
$101K +$109 +3 +0.1%
CSWM
358
Cassady Schiller Wealth Management
Ohio
$82.7K +$82.7K +2,269 New
SIC
359
Salem Investment Counselors
North Carolina
$81K +$81K +2,215 New
RFG
360
REAP Financial Group
Texas
$75.9K
IRC
361
Investors Research Corp
Georgia
$75.5K
FFA
362
Farther Finance Advisors
California
$58.6K -$1.35K -37 -2%
AI
363
Arvest Investments
Arkansas
$56.5K
BTI
364
Blue Trust Inc
Georgia
$39.6K
S
365
SignatureFD
Georgia
$39.3K
GWS
366
Glassman Wealth Services
Virginia
$32.1K
FIA
367
FNY Investment Advisers
New York
$32K +$32K +900 New
TC
368
Trust Company
Kansas
$30K
AIC
369
Archer Investment Corporation
Indiana
$28.2K +$109 +3 +0.4%
FCG
370
Financial Connections Group
California
$25K
PFBT
371
Parkside Financial Bank & Trust
Missouri
$21.7K +$21.7K +595 New
1IA
372
1620 Investment Advisors
Massachusetts
$21.5K +$21.5K +590 New
TAM
373
Tucker Asset Management
Colorado
$21.3K +$21.3K +584 New
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$21K
ITIM
375
Indiana Trust & Investment Management
Indiana
$20.4K