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Capital Group Dividend Value ETF

535 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, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
451
Fi3 Financial Advisors
Indiana
$291K +$291K +7,345 New
WAM
452
Weatherly Asset Management
California
$288K
AC
453
Avant Capital
Louisiana
$286K -$11.1K -281 -4%
CLA
454
Carnegie Lake Advisors
New Jersey
$280K +$39 +1 +0%
GCM
455
Glaxis Capital Management
Florida
$276K +$276K +7,000 New
SC
456
Sapient Capital
Indiana
$272K +$21.2K +537 +8%
WC
457
Waterloo Capital
Texas
$269K -$4.23M -107,208 -94%
WA
458
Waverly Advisors
Alabama
$268K -$33.5K -849 -11%
MFS
459
McNamara Financial Services
Massachusetts
$256K -$262K -6,626 -51%
KWM
460
KMT Wealth Management
California
$244K
HAM
461
Harmony Asset Management
Arizona
$238K
SF
462
Synovus Financial
Georgia
$237K +$237K +5,993 New
QFW
463
QTR Family Wealth
Florida
$236K -$3.79K -96 -2%
MIM
464
Marshall Investment Management
Colorado
$234K -$3.97M -100,635 -94%
BIAS
465
Beacon Investment Advisory Services
New Jersey
$231K +$231K +5,854 New
CIC
466
Carnegie Investment Counsel
Ohio
$228K +$228K +5,772 New
Franklin Resources
467
Franklin Resources
California
$226K +$226K +5,734 New
CWM
468
CarsonAllaria Wealth Management
Illinois
$224K +$355 +9 +0.2%
OFG
469
Orcam Financial Group
California
$215K +$215K +5,434 New
CWG
470
Crown Wealth Group
North Carolina
$214K +$214K +5,409 New
HH
471
Hilltop Holdings
Texas
$211K +$211K +5,351 New
RFP
472
Root Financial Partners
California
$210K +$210K +5,307 New
AFG
473
Allegheny Financial Group
Pennsylvania
$210K +$210K +5,306 New
SFG
474
Synergy Financial Group
California
$209K +$209K +5,290 New
LC
475
Landaas & Company
Wisconsin
$208K +$208K +5,269 New