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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
EWM
426
Empirical Wealth Management
Washington
$231K
LFG
427
Larson Financial Group
Missouri
$227K
SC
428
Sapient Capital
Indiana
$227K
CP
429
Creekside Partners
California
$223K
LFAS
430
Level Four Advisory Services
Texas
$221K
KWM
431
KMT Wealth Management
California
$221K
DCM
432
Donaldson Capital Management
Indiana
$218K
QFW
433
QTR Family Wealth
Florida
$216K
HAM
434
Harmony Asset Management
Arizona
$215K
FFA
435
Florida Financial Advisors
Florida
$214K
ARC
436
Advisor Resource Council
Texas
$207K
CWM
437
CarsonAllaria Wealth Management
Illinois
$201K
CL
438
CIM LLC
New York
$200K
Bessemer Group
439
Bessemer Group
New Jersey
$169K
FHA
440
First Horizon Advisors
Tennessee
$165K
BF
441
BOK Financial
Oklahoma
$136K
Russell Investments Group
442
Russell Investments Group
United Kingdom
$132K
OC
443
Oakworth Capital
Alabama
$130K
MG
444
Mather Group
Illinois
$123K
CA
445
Clearstead Advisors
Ohio
$111K
PNC Financial Services Group
446
PNC Financial Services Group
Pennsylvania
$107K
MSFP
447
Mark Sheptoff Financial Planning
Connecticut
$99.3K
WAS
448
Winch Advisory Services
Wisconsin
$99.1K
CAWM
449
Capital A Wealth Management
Pennsylvania
$92.8K
OA
450
Operose Advisors
Wisconsin
$90.9K