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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
401
Gimbal Financial
Indiana
$293K
RMP
402
Richards, Merrill & Peterson
Washington
$285K
BGAI
403
Bruce G. Allen Investments
Colorado
$283K
SFC
404
Strategic Financial Concepts
Texas
$282K
FP
405
Financial Perspectives
Minnesota
$281K
AAP
406
Arax Advisory Partners
Colorado
$273K
BMWM
407
Brown Miller Wealth Management
Virginia
$272K
WA
408
Waverly Advisors
Alabama
$272K
BFG
409
Beacon Financial Group
Texas
$269K
VNA
410
Valley National Advisers
Pennsylvania
$269K
NF
411
NavPoint Financial
Minnesota
$268K
AC
412
Avant Capital
Louisiana
$268K
IAG
413
Investment Advisory Group
Massachusetts
$267K
1WA
414
180 Wealth Advisors
Washington
$263K
AFAS
415
Acorn Financial Advisory Services
Virginia
$262K
WAM
416
Weatherly Asset Management
California
$259K
VC
417
Vicus Capital
Pennsylvania
$258K
CLA
418
Carnegie Lake Advisors
New Jersey
$253K
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
$243K
CIAS
420
Capital Investment Advisory Services
North Carolina
$239K
NCFG
421
New Century Financial Group
New Jersey
$238K
AQR Capital Management
422
AQR Capital Management
Connecticut
$236K
WAM
423
Worth Asset Management
Texas
$235K
PCS
424
Private Client Services
Kentucky
$234K
FTS
425
Fifth Third Securities
Ohio
$231K