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Capital Group Dividend Value ETF

575 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 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
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
AG
426
AmeriFlex Group
Nevada
$490K
OWA
427
Octavia Wealth Advisors
Ohio
$481K
APWA
428
Atlas Private Wealth Advisors
New Jersey
$481K
CL
429
CIM LLC
New York
$474K
AFAS
430
Acorn Financial Advisory Services
Virginia
$473K
Northern Trust
431
Northern Trust
Illinois
$467K
CCP
432
Cushing Capital Partners
Wisconsin
$466K
PI
433
PFG Investments
New York
$465K
RPGK
434
Retirement Planning Group (Kansas)
Kansas
$457K
WA
435
Whipplewood Advisors
Colorado
$453K
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$447K
PAS
437
PKS Advisory Services
New York
$433K
CL
438
CVFG LLC
Indiana
$430K
CIA
439
Compass Ion Advisors
Pennsylvania
$427K
WFS
440
WealthGarden F.S.
California
$421K
CCMG
441
Clark Capital Management Group
Pennsylvania
$420K
WA
442
Waverly Advisors
Alabama
$419K
TGAM
443
TBH Global Asset Management
Tennessee
$418K
BIG
444
Brookwood Investment Group
Arizona
$412K
FA
445
Faithward Advisors
Pennsylvania
$409K
AWM
446
AE Wealth Management
Kansas
$409K
EFP
447
Envision Financial Planning
Tennessee
$409K
ACM
448
Advisors Capital Management
New Jersey
$405K
FF
449
Francis Financial
$399K
WCM
450
Wealthcare Capital Management
Virginia
$388K