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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
376
Ameriprise
Minnesota
$635K
AC
377
AlphaCore Capital
California
$627K
HBW
378
Hazlett, Burt & Watson
West Virginia
$625K
TAM
379
Titleist Asset Management
Texas
$624K
WIM
380
Westside Investment Management
California
$607K
CHJWM
381
Carlton Hofferkamp & Jenks Wealth Management
Texas
$604K
BFA
382
Brendel Financial Advisors
New Hampshire
$588K
WCM
383
Wellington Capital Management
Maryland
$586K
SCA
384
Snowden Capital Advisors
New York
$568K
AWM
385
AE Wealth Management
Kansas
$567K
FA
386
Freestate Advisors
Kansas
$566K
IF
387
Intrua Financial
Texas
$564K
CAS
388
Coppell Advisory Solutions
Texas
$557K
BWA
389
Beam Wealth Advisors
Louisiana
$548K
RMP
390
Richards, Merrill & Peterson
Washington
$526K
APWA
391
Atlas Private Wealth Advisors
New Jersey
$521K
WCM
392
Wealthcare Capital Management
Virginia
$515K
GWSG
393
GPS Wealth Strategies Group
Colorado
$507K
SWMG
394
Signature Wealth Management Group
Georgia
$499K
ME
395
McIlrath & Eck
Washington
$496K
SCM
396
Saxony Capital Management
Missouri
$494K
SIS
397
Strategic Investment Solutions
Illinois
$492K
SFWC
398
Strategic Family Wealth Counselors
New Jersey
$491K
AIM
399
Anchor Investment Management
South Carolina
$491K
WFS
400
Widmann Financial Services
Maryland
$491K