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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
401
Walkner Condon Financial Advisors
Wisconsin
$489K
RCAG
402
Rehmann Capital Advisory Group
Michigan
$485K
PFS
403
Prospect Financial Services
New York
$479K
MA
404
MONECO Advisors
Connecticut
$477K
HWM
405
HB Wealth Management
Georgia
$473K
PNC Financial Services Group
406
PNC Financial Services Group
Pennsylvania
$473K
ETC
407
Exchange Traded Concepts
Oklahoma
$470K
NAS
408
NWF Advisory Services
California
$467K
NF
409
NavPoint Financial
Minnesota
$459K
OPPS
410
Obsidian Personal Planning Solutions
Maryland
$452K
OWA
411
Octavia Wealth Advisors
Ohio
$445K
CCP
412
Cushing Capital Partners
Wisconsin
$438K
CL
413
CIM LLC
New York
$436K
CIAS
414
Capital Investment Advisory Services
North Carolina
$432K
WF
415
Warner Financial
Maryland
$430K
GPW
416
Genesis Private Wealth
Virginia
$424K
OP
417
ORG Partners
Indiana
$421K
WA
418
Whipplewood Advisors
Colorado
$420K
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$419K
LWA
420
Lantern Wealth Advisors
New York
$413K
WFS
421
WealthGarden F.S.
California
$405K
ACM
422
Advisors Capital Management
New Jersey
$399K
BIG
423
Brookwood Investment Group
Arizona
$391K
VC
424
Vicus Capital
Pennsylvania
$388K
CCMG
425
Clark Capital Management Group
Pennsylvania
$385K