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Capital Group Dividend Value ETF

535 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
426
Security Financial Services
Indiana
$363K +$363K +9,196 New
CIA
427
Compass Ion Advisors
Pennsylvania
$363K +$20.7K +525 +6%
CP
428
Capital Planning
Washington
$359K -$1.25M -31,575 -78%
AFAS
429
Acorn Financial Advisory Services
Virginia
$358K +$68.1K +1,724 +23%
RIG
430
RiverFront Investment Group
Virginia
$357K
HFA
431
High Falls Advisors
New York
$355K -$16.9K -429 -5%
PI
432
PFG Investments
New York
$355K +$355K +8,993 New
UAG
433
United Advisor Group
Ohio
$354K +$14.8K +374 +4%
IAG
434
Investment Advisory Group
Massachusetts
$350K +$54.7K +1,386 +19%
TI
435
tru Independence
Oregon
$348K +$474 +12 +0.1%
VNA
436
Valley National Advisers
Pennsylvania
$339K +$40.7K +1,034 +14%
HA
437
HFG Advisors
Ohio
$329K
TIAA Trust, National Association
438
TIAA Trust, National Association
North Carolina
$327K +$327K +8,288 New
LSA
439
Lion Street Advisors
Texas
$327K +$2.13K +54 +0.7%
BFG
440
Beacon Financial Group
Texas
$326K +$27.3K +692 +9%
BWP
441
Balboa Wealth Partners
Arizona
$318K +$318K +8,041 New
WEG
442
World Equity Group
Illinois
$313K -$26.2K -663 -8%
LFG
443
Larson Financial Group
Missouri
$311K +$59.4K +1,505 +24%
BGAI
444
Bruce G. Allen Investments
Colorado
$311K -$2.29K -58 -0.7%
CP
445
Creekside Partners
California
$308K +$60.7K +1,537 +25%
BFG
446
Berger Financial Group
Minnesota
$307K -$223K -5,642 -42%
TWM
447
Triton Wealth Management
Arizona
$303K +$303K +7,393 New
BMWM
448
Brown Miller Wealth Management
Virginia
$302K
LFAS
449
Level Four Advisory Services
Texas
$297K +$51.6K +1,306 +21%
1WA
450
180 Wealth Advisors
Washington
$297K +$6.36K +161 +2%