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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
TI
451
tru Independence
Oregon
$371K
LFG
452
Larson Financial Group
Missouri
$371K
VNA
453
Valley National Advisers
Pennsylvania
$370K
LFAS
454
Level Four Advisory Services
Texas
$362K
BWP
455
Balboa Wealth Partners
Arizona
$355K
HA
456
HFG Advisors
Ohio
$351K
RAS
457
RPS Advisory Solutions
Kentucky
$347K
BFG
458
Beacon Financial Group
Texas
$347K
HFA
459
High Falls Advisors
New York
$346K
RFP
460
Root Financial Partners
California
$336K
AQR Capital Management
461
AQR Capital Management
Connecticut
$328K
VFA
462
Valeo Financial Advisors
Indiana
$328K
CP
463
Creekside Partners
California
$328K
BGAI
464
Bruce G. Allen Investments
Colorado
$325K
SWMG
465
Sard Wealth Management Group
Georgia
$325K
KFPC
466
KERR FINANCIAL PLANNING Corp
California
$323K
WEG
467
World Equity Group
Illinois
$318K
TWM
468
Triton Wealth Management
Arizona
$316K
1WA
469
180 Wealth Advisors
Washington
$315K
BMWM
470
Brown Miller Wealth Management
Virginia
$313K
BFG
471
Berger Financial Group
Minnesota
$312K
FFA
472
Florida Financial Advisors
Florida
$306K
WAM
473
Weatherly Asset Management
California
$306K
NS
474
NBC Securities
Alabama
$299K
SA
475
Sonoma Allocations
California
$299K