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Capital Group Dividend Value ETF

581 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPPS
426
Obsidian Personal Planning Solutions
Maryland
$509K
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$503K
UAG
428
United Advisor Group
Ohio
$494K
AG
429
AmeriFlex Group
Nevada
$490K
OWA
430
Octavia Wealth Advisors
Ohio
$481K
APWA
431
Atlas Private Wealth Advisors
New Jersey
$481K
CL
432
CIM LLC
New York
$474K
AFAS
433
Acorn Financial Advisory Services
Virginia
$473K
Northern Trust
434
Northern Trust
Illinois
$467K
CCP
435
Cushing Capital Partners
Wisconsin
$466K
PI
436
PFG Investments
New York
$465K
RPGK
437
Retirement Planning Group (Kansas)
Kansas
$457K
WA
438
Whipplewood Advisors
Colorado
$453K
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$447K
PAS
440
PKS Advisory Services
New York
$433K
CL
441
CVFG LLC
Indiana
$430K
CIA
442
Compass Ion Advisors
Pennsylvania
$427K
WFS
443
WealthGarden F.S.
California
$421K
CCMG
444
Clark Capital Management Group
Pennsylvania
$420K
WA
445
Waverly Advisors
Alabama
$419K
TGAM
446
TBH Global Asset Management
Tennessee
$418K
BIG
447
Brookwood Investment Group
Arizona
$412K
FA
448
Faithward Advisors
Pennsylvania
$409K
AWM
449
AE Wealth Management
Kansas
$409K
EFP
450
Envision Financial Planning
Tennessee
$409K