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Capital Group Dividend Value ETF

537 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, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
FF
426
Francis Financial
$375K
AAP
427
Arax Advisory Partners
Colorado
$372K
SFS
428
Security Financial Services
Indiana
$363K
CIA
429
Compass Ion Advisors
Pennsylvania
$363K
CP
430
Capital Planning
Washington
$359K
AFAS
431
Acorn Financial Advisory Services
Virginia
$358K
RIG
432
RiverFront Investment Group
Virginia
$357K
HFA
433
High Falls Advisors
New York
$355K
PI
434
PFG Investments
New York
$355K
UAG
435
United Advisor Group
Ohio
$354K
IAG
436
Investment Advisory Group
Massachusetts
$350K
TI
437
tru Independence
Oregon
$348K
VNA
438
Valley National Advisers
Pennsylvania
$339K
HA
439
HFG Advisors
Ohio
$329K
TIAA Trust, National Association
440
TIAA Trust, National Association
North Carolina
$327K
LSA
441
Lion Street Advisors
Texas
$327K
BFG
442
Beacon Financial Group
Texas
$326K
BWP
443
Balboa Wealth Partners
Arizona
$318K
WEG
444
World Equity Group
Illinois
$313K
LFG
445
Larson Financial Group
Missouri
$311K
BGAI
446
Bruce G. Allen Investments
Colorado
$311K
CP
447
Creekside Partners
California
$308K
BFG
448
Berger Financial Group
Minnesota
$307K
TWM
449
Triton Wealth Management
Arizona
$303K
BMWM
450
Brown Miller Wealth Management
Virginia
$302K