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Capital Group Dividend Value ETF

581 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
FAIM
376
Financial Advocates Investment Management
Washington
$842K
SIS
377
Strategic Investment Solutions
Illinois
$830K
RMP
378
Richards, Merrill & Peterson
Washington
$793K
SP
379
Stablepoint Partners
Massachusetts
$790K
NWMG
380
National Wealth Management Group
Ohio
$788K
FA
381
Freestate Advisors
Kansas
$777K
Bank of Montreal
382
Bank of Montreal
Ontario, Canada
$763K
CIS
383
Continental Investors Services
Washington
$753K
CWP
384
Core Wealth Partners
California
$751K
SCM
385
Saxony Capital Management
Missouri
$716K
QCM
386
QRG Capital Management
Illinois
$707K
LC
387
Lincoln Capital
Nebraska
$705K
OP
388
ORG Partners
Indiana
$702K
NG
389
Norden Group
Utah
$696K
SFS
390
Security Financial Services
Indiana
$692K
CAS
391
Coppell Advisory Solutions
Texas
$686K
HBW
392
Hazlett, Burt & Watson
West Virginia
$684K
CW
393
CreativeOne Wealth
Kansas
$684K
AWC
394
Adamsbrown Wealth Consultants
Kansas
$679K
FP
395
Financial Perspectives
Minnesota
$677K
WF
396
Warner Financial
Maryland
$674K
IF
397
Intrua Financial
Texas
$669K
IAG
398
Investment Advisory Group
Massachusetts
$665K
LWA
399
Lantern Wealth Advisors
New York
$662K
NF
400
NavPoint Financial
Minnesota
$653K