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Capital Group Dividend Value ETF

575 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 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
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
CHJWM
401
Carlton Hofferkamp & Jenks Wealth Management
Texas
$641K
BIP
402
Blueprint Investment Partners
North Carolina
$620K
BFA
403
Blueprint Financial Advisors
North Carolina
$620K
TFA
404
Transamerica Financial Advisors
Florida
$619K
AAP
405
Arax Advisory Partners
Colorado
$617K
HIM
406
Hanlon Investment Management
New Jersey
$611K
RIA
407
Realta Investment Advisors
Delaware
$607K
AWG
408
Altus Wealth Group
Colorado
$591K
BWA
409
Beam Wealth Advisors
Louisiana
$573K
AG
410
Ascent Group
Virginia
$564K
MA
411
MONECO Advisors
Connecticut
$554K
GWSG
412
GPS Wealth Strategies Group
Colorado
$550K
CIAS
413
Capital Investment Advisory Services
North Carolina
$549K
SWMG
414
Signature Wealth Management Group
Georgia
$547K
PFS
415
Prospect Financial Services
New York
$530K
NAS
416
NWF Advisory Services
California
$527K
ME
417
McIlrath & Eck
Washington
$524K
Mercer Global Advisors
418
Mercer Global Advisors
Colorado
$524K
AIM
419
Anchor Investment Management
South Carolina
$523K
RCAG
420
Rehmann Capital Advisory Group
Michigan
$521K
FWS
421
FinDec Wealth Services
California
$516K
AC
422
Avant Capital
Louisiana
$515K
OPPS
423
Obsidian Personal Planning Solutions
Maryland
$509K
PNC Financial Services Group
424
PNC Financial Services Group
Pennsylvania
$503K
UAG
425
United Advisor Group
Ohio
$494K