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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
HAS
376
HBW Advisory Services
California
$357K
OPPS
377
Obsidian Personal Planning Solutions
Maryland
$356K
AWM
378
Apollon Wealth Management
South Carolina
$351K
WFS
379
WealthGarden F.S.
California
$350K
WIM
380
Westside Investment Management
California
$350K
BIG
381
Brookwood Investment Group
Arizona
$349K
FA
382
Faithward Advisors
Pennsylvania
$347K
EFP
383
Envision Financial Planning
Tennessee
$345K
PFS
384
Prospect Financial Services
New York
$343K
FF
385
Francis Financial
$338K
HFA
386
High Falls Advisors
New York
$336K
SL
387
Sentinus LLC
Illinois
$332K
FFA
388
Farther Finance Advisors
California
$330K
AG
389
AmeriFlex Group
Nevada
$328K
RIG
390
RiverFront Investment Group
Virginia
$323K
TSMHT
391
Thurston Springer Miller Herd & Titak
Indiana
$322K
TI
392
tru Independence
Oregon
$314K
CIA
393
Compass Ion Advisors
Pennsylvania
$309K
UAG
394
United Advisor Group
Ohio
$307K
WEG
395
World Equity Group
Illinois
$306K
CL
396
CVFG LLC
Indiana
$302K
WA
397
Whipplewood Advisors
Colorado
$302K
HA
398
HFG Advisors
Ohio
$297K
WCFA
399
Walkner Condon Financial Advisors
Wisconsin
$296K
LSA
400
Lion Street Advisors
Texas
$293K