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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
HIM
401
Hanlon Investment Management
New Jersey
$611K
RIA
402
Realta Investment Advisors
Delaware
$607K
AWG
403
Altus Wealth Group
Colorado
$591K
BWA
404
Beam Wealth Advisors
Louisiana
$573K
AG
405
Ascent Group
Virginia
$564K
MA
406
MONECO Advisors
Connecticut
$554K
GWSG
407
GPS Wealth Strategies Group
Colorado
$550K
CIAS
408
Capital Investment Advisory Services
North Carolina
$549K
SWMG
409
Signature Wealth Management Group
Georgia
$547K
PFS
410
Prospect Financial Services
New York
$530K
NAS
411
NWF Advisory Services
California
$527K
ME
412
McIlrath & Eck
Washington
$524K
Mercer Global Advisors
413
Mercer Global Advisors
Colorado
$524K
AIM
414
Anchor Investment Management
South Carolina
$523K
RCAG
415
Rehmann Capital Advisory Group
Michigan
$521K
FWS
416
FinDec Wealth Services
California
$516K
AC
417
Avant Capital
Louisiana
$515K
OPPS
418
Obsidian Personal Planning Solutions
Maryland
$509K
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$503K
UAG
420
United Advisor Group
Ohio
$494K
AG
421
AmeriFlex Group
Nevada
$490K
OWA
422
Octavia Wealth Advisors
Ohio
$481K
APWA
423
Atlas Private Wealth Advisors
New Jersey
$481K
CL
424
CIM LLC
New York
$474K
AFAS
425
Acorn Financial Advisory Services
Virginia
$473K