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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
CWP
376
Core Wealth Partners
California
$751K
SCM
377
Saxony Capital Management
Missouri
$716K
QCM
378
QRG Capital Management
Illinois
$707K
LC
379
Lincoln Capital
Nebraska
$705K
OP
380
ORG Partners
Indiana
$702K
NG
381
Norden Group
Utah
$696K
SFS
382
Security Financial Services
Indiana
$692K
CAS
383
Coppell Advisory Solutions
Texas
$686K
HBW
384
Hazlett, Burt & Watson
West Virginia
$684K
CW
385
CreativeOne Wealth
Kansas
$684K
AWC
386
Adamsbrown Wealth Consultants
Kansas
$679K
FP
387
Financial Perspectives
Minnesota
$677K
WF
388
Warner Financial
Maryland
$674K
IF
389
Intrua Financial
Texas
$669K
IAG
390
Investment Advisory Group
Massachusetts
$665K
LWA
391
Lantern Wealth Advisors
New York
$662K
NF
392
NavPoint Financial
Minnesota
$653K
SFWC
393
Strategic Family Wealth Counselors
New Jersey
$651K
TAM
394
Titleist Asset Management
Texas
$648K
SCA
395
Snowden Capital Advisors
New York
$641K
CHJWM
396
Carlton Hofferkamp & Jenks Wealth Management
Texas
$641K
BIP
397
Blueprint Investment Partners
North Carolina
$620K
BFA
398
Blueprint Financial Advisors
North Carolina
$620K
TFA
399
Transamerica Financial Advisors
Florida
$619K
AAP
400
Arax Advisory Partners
Colorado
$617K