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Capital Group Dividend Value ETF

581 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 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
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
SFWC
401
Strategic Family Wealth Counselors
New Jersey
$651K
TAM
402
Titleist Asset Management
Texas
$648K
SCA
403
Snowden Capital Advisors
New York
$641K
CHJWM
404
Carlton Hofferkamp & Jenks Wealth Management
Texas
$641K
BIP
405
Blueprint Investment Partners
North Carolina
$620K
BFA
406
Blueprint Financial Advisors
North Carolina
$620K
TFA
407
Transamerica Financial Advisors
Florida
$619K
AAP
408
Arax Advisory Partners
Colorado
$617K
HIM
409
Hanlon Investment Management
New Jersey
$611K
RIA
410
Realta Investment Advisors
Delaware
$607K
AWG
411
Altus Wealth Group
Colorado
$591K
BWA
412
Beam Wealth Advisors
Louisiana
$573K
AG
413
Ascent Group
Virginia
$564K
MA
414
MONECO Advisors
Connecticut
$554K
GWSG
415
GPS Wealth Strategies Group
Colorado
$550K
CIAS
416
Capital Investment Advisory Services
North Carolina
$549K
SWMG
417
Signature Wealth Management Group
Georgia
$547K
PFS
418
Prospect Financial Services
New York
$530K
NAS
419
NWF Advisory Services
California
$527K
ME
420
McIlrath & Eck
Washington
$524K
Mercer Global Advisors
421
Mercer Global Advisors
Colorado
$524K
AIM
422
Anchor Investment Management
South Carolina
$523K
RCAG
423
Rehmann Capital Advisory Group
Michigan
$521K
FWS
424
FinDec Wealth Services
California
$516K
AC
425
Avant Capital
Louisiana
$515K