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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 %
RFG
426
REAP Financial Group
Texas
$73.4K
FFA
427
Farther Finance Advisors
California
$56.7K
PNC Financial Services Group
428
PNC Financial Services Group
Pennsylvania
$55K +$55K +1,560 New
AI
429
Arvest Investments
Arkansas
$54.7K
VWM
430
Venturi Wealth Management
Texas
$46.6K +$46.6K +1,322 New
BTI
431
Blue Trust Inc
Georgia
$42.3K
IRC
432
Investors Research Corp
Georgia
$41.7K -$31.3K -889 -43%
S
433
SignatureFD
Georgia
$38K
TC
434
Trust Company
Kansas
$29.1K
AIC
435
Archer Investment Corporation
Indiana
$27.5K +$247 +7 +0.9%
MCM
436
MAI Capital Management
Ohio
$27.2K +$27.2K +770 New
CIBC Private Wealth Group
437
CIBC Private Wealth Group
Georgia
$25.7K +$6.6K +186 +35%
FCG
438
Financial Connections Group
California
$24K
TAM
439
Tucker Asset Management
Colorado
$20.6K
ITIM
440
Indiana Trust & Investment Management
Indiana
$19.7K
OP
441
ORG Partners
Indiana
$19.4K +$19.4K +550 New
JFG
442
JDM Financial Group
Texas
$15K
EB
443
Eastern Bank
Massachusetts
$13K +$13K +369 New
CA
444
CoreCap Advisors
Michigan
$11.6K +$11.6K +329 New
SWM
445
Sugarloaf Wealth Management
Georgia
$9.06K +$9.06K +257 New
Fidelity Investments
446
Fidelity Investments
Massachusetts
$6.28K +$6.17K +175 +5,833%
LDB
447
Lee, Danner & Bass
Tennessee
$6.17K +$6.17K +175 New
AAG
448
Armstrong Advisory Group
Massachusetts
$3.53K +$3.53K +100 New
NS
449
NBC Securities
Alabama
$2.08K -$1.73M -48,220 -100%
RBC
450
Roble Belko & Company
Pennsylvania
$2K +$2K +70 New