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Capital Group Dividend Value ETF

456 hedge funds and large institutions have $13.9B invested in Capital Group Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 262 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+73
Holders Change %
+19.06%
% of All Funds
6.07%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.71%
New
104
Increased
262
Reduced
58
Closed
25
Calls
$106K
Puts
$24K
Net Calls
+$82K
Net Calls Change
+$301K
Name Holding Trade Value Shares
Change
Shares
Change %
CLA
401
Carnegie Lake Advisors
New Jersey
$217K +$14.8K +420 +7%
HAM
402
Harmony Asset Management
Arizona
$213K -$5.64K -160 -3%
AFAS
403
Acorn Financial Advisory Services
Virginia
$211K +$1.87K +53 +0.9%
SFM
404
Signet Financial Management
New Jersey
$208K +$4.34K +123 +2%
CWM
405
Congress Wealth Management
Massachusetts
$205K +$205K +5,802 New
TSMHT
406
Thurston Springer Miller Herd & Titak
Indiana
$204K +$46.3K +1,313 +29%
PFWA
407
Paces Ferry Wealth Advisors
Georgia
$203K +$203K +5,760 New
CWM
408
CarsonAllaria Wealth Management
Illinois
$199K +$987 +28 +0.5%
VNA
409
Valley National Advisers
Pennsylvania
$187K +$40.2K +1,148 +27%
Bessemer Group
410
Bessemer Group
New Jersey
$167K
FHA
411
First Horizon Advisors
Tennessee
$163K
Russell Investments Group
412
Russell Investments Group
United Kingdom
$162K -$1.87K -53 -1%
AAP
413
Arax Advisory Partners
Colorado
$151K +$151K +4,286 New
CAS
414
Coppell Advisory Solutions
Texas
$139K -$1.17M -33,187 -89%
WIM
415
Westside Investment Management
California
$138K +$129K +3,670 +1,596%
OC
416
Oakworth Capital
Alabama
$129K +$129K +3,650 New
MG
417
Mather Group
Illinois
$122K
OC
418
Oarsman Capital
Wisconsin
$120K +$212 +6 +0.2%
CA
419
Clearstead Advisors
Ohio
$110K +$110K +3,128 New
MSFP
420
Mark Sheptoff Financial Planning
Connecticut
$98.3K +$282 +8 +0.3%
WAS
421
Winch Advisory Services
Wisconsin
$98.1K +$247 +7 +0.3%
OA
422
Operose Advisors
Wisconsin
$89.9K -$54.6K -1,548 -38%
CT
423
Colonial Trust
South Carolina
$86.8K +$86.8K +2,461 New
CSWM
424
Cassady Schiller Wealth Management
Ohio
$80K
SIC
425
Salem Investment Counselors
North Carolina
$78.1K