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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 %
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$19.6K
IAIM
377
International Assets Investment Management
Florida
$17.8K +$17.5K +638,383 +5,953%
JFG
378
JDM Financial Group
Texas
$15.5K
PFG
379
Peterson Financial Group
Iowa
$11.4K +$11.4K +313 New
WIM
380
Westside Investment Management
California
$8.38K +$1.09K +30 +15%
MFT
381
Moisand Fitzgerald Tamayo
Florida
$7.69K +$7.69K +211 New
BCWM
382
Bartlett & Co Wealth Management
Ohio
$1.5K
HNB
383
Huntington National Bank
Ohio
$1.28K -$1.16K
Fidelity Investments
384
Fidelity Investments
Massachusetts
$109 -$509 -14 -82%
CastleKeep Investment Advisors
385
CastleKeep Investment Advisors
Connecticut
-$3.85M -116,766 Closed
Marshall Wace
386
Marshall Wace
United Kingdom
-$1.79M -54,212 Closed
Citadel Advisors
387
Citadel Advisors
Florida
-$1.67M -50,750 Closed
PWA
388
Pillar Wealth Advisors
Pennsylvania
-$1.01M -30,733 Closed
Two Sigma Investments
389
Two Sigma Investments
New York
-$977K -29,600 Closed
SFC
390
Strategic Financial Concepts
Texas
-$144K -29,543 Closed
HF
391
HRT Financial
New York
-$464K -14,085 Closed
VCM
392
Virtue Capital Management
Tennessee
-$481K -13,951 Closed
RW
393
Rockport Wealth
Ohio
-$349K -10,587 Closed
BWP
394
Balboa Wealth Partners
Arizona
-$331K -10,038 Closed
QC
395
Quadrature Capital
United Kingdom
-$313K -9,500 Closed
FEM
396
Fulcrum Equity Management
Texas
-$304K -9,223 Closed
WAM
397
WealthTrust Asset Management
Florida
-$235K -7,123 Closed
ATPW
398
Ashton Thomas Private Wealth
Arizona
-$88.1K -2,671 Closed
RCM
399
Raleigh Capital Management
North Carolina
-$58.7K -1,779 Closed
HT
400
Headlands Technologies
Illinois
-$27K -818 Closed