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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
351
AlphaCore Capital
California
$478K
BFG
352
Berger Financial Group
Minnesota
$478K
TPBG
353
Turning Point Benefit Group
Maryland
$477K
MFS
354
McNamara Financial Services
Massachusetts
$468K
ME
355
McIlrath & Eck
Washington
$454K
IF
356
Intrua Financial
Texas
$443K
AIM
357
Anchor Investment Management
South Carolina
$443K
SFWC
358
Strategic Family Wealth Counselors
New Jersey
$440K
SWMG
359
Signature Wealth Management Group
Georgia
$436K
PIA
360
Perennial Investment Advisors
California
$429K
NAS
361
NWF Advisory Services
California
$421K
CCP
362
Cushing Capital Partners
Wisconsin
$418K
SIS
363
Strategic Investment Solutions
Illinois
$417K
PWA
364
PCG Wealth Advisors
Kansas
$406K
OWA
365
Octavia Wealth Advisors
Ohio
$403K
HWM
366
HB Wealth Management
Georgia
$400K
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$398K
XT
368
XTX Topco
Cayman Islands
$395K
MA
369
MONECO Advisors
Connecticut
$385K
SCM
370
Saxony Capital Management
Missouri
$379K
WCP
371
Wealthcare Capital Partners
Pennsylvania
$376K
FIM
372
Freedom Investment Management
Connecticut
$372K
WF
373
Warner Financial
Maryland
$365K
ACM
374
Advisors Capital Management
New Jersey
$359K
VVP
375
Venture Visionary Partners
Ohio
$357K