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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
FA
426
Faithward Advisors
Pennsylvania
$385K
EFP
427
Envision Financial Planning
Tennessee
$383K
CL
428
CVFG LLC
Indiana
$381K
FF
429
Francis Financial
$375K
AAP
430
Arax Advisory Partners
Colorado
$372K
SFS
431
Security Financial Services
Indiana
$363K
CIA
432
Compass Ion Advisors
Pennsylvania
$363K
CP
433
Capital Planning
Washington
$359K
AFAS
434
Acorn Financial Advisory Services
Virginia
$358K
RIG
435
RiverFront Investment Group
Virginia
$357K
HFA
436
High Falls Advisors
New York
$355K
PI
437
PFG Investments
New York
$355K
UAG
438
United Advisor Group
Ohio
$354K
IAG
439
Investment Advisory Group
Massachusetts
$350K
TI
440
tru Independence
Oregon
$348K
VNA
441
Valley National Advisers
Pennsylvania
$339K
HA
442
HFG Advisors
Ohio
$329K
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$327K
LSA
444
Lion Street Advisors
Texas
$327K
BFG
445
Beacon Financial Group
Texas
$326K
BWP
446
Balboa Wealth Partners
Arizona
$318K
WEG
447
World Equity Group
Illinois
$313K
LFG
448
Larson Financial Group
Missouri
$311K
BGAI
449
Bruce G. Allen Investments
Colorado
$311K
CP
450
Creekside Partners
California
$308K