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Capital Group Dividend Value ETF

535 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
401
PNC Financial Services Group
Pennsylvania
$473K +$354K +8,964 +298%
ETC
402
Exchange Traded Concepts
Oklahoma
$470K +$470K +11,906 New
NAS
403
NWF Advisory Services
California
$467K
NF
404
NavPoint Financial
Minnesota
$459K +$162K +4,090 +54%
OPPS
405
Obsidian Personal Planning Solutions
Maryland
$452K +$50.3K +1,274 +13%
OWA
406
Octavia Wealth Advisors
Ohio
$445K -$1.15K -29 -0.3%
CCP
407
Cushing Capital Partners
Wisconsin
$438K -$25.9K -653 -6%
CL
408
CIM LLC
New York
$436K +$214K +5,407 +96%
CIAS
409
Capital Investment Advisory Services
North Carolina
$432K +$166K +4,211 +63%
WF
410
Warner Financial
Maryland
$430K +$26K +658 +6%
GPW
411
Genesis Private Wealth
Virginia
$424K +$424K +10,740 New
OP
412
ORG Partners
Indiana
$421K +$377K +9,528 +865%
WA
413
Whipplewood Advisors
Colorado
$420K +$74K +1,873 +21%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$419K +$419K +10,608 New
LWA
415
Lantern Wealth Advisors
New York
$413K +$413K +10,450 New
WFS
416
WealthGarden F.S.
California
$405K +$6.25K +154 +2%
ACM
417
Advisors Capital Management
New Jersey
$399K +$1.22K +31 +0.3%
BIG
418
Brookwood Investment Group
Arizona
$391K +$4.46K +113 +1%
VC
419
Vicus Capital
Pennsylvania
$388K +$103K +2,605 +36%
CCMG
420
Clark Capital Management Group
Pennsylvania
$385K +$385K +9,746 New
FA
421
Faithward Advisors
Pennsylvania
$385K
EFP
422
Envision Financial Planning
Tennessee
$383K +$1.15K +29 +0.3%
CL
423
CVFG LLC
Indiana
$381K +$46.7K +1,183 +14%
FF
424
Francis Financial
$375K
AAP
425
Arax Advisory Partners
Colorado
$372K +$69.5K +1,761 +23%