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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
451
Citadel Advisors
Florida
$88.7K
VWWMG
452
Vermillion & White Wealth Management Group
Pennsylvania
$83K
MSWA
453
Marshall & Sterling Wealth Advisors
New York
$61.5K
CI
454
CX Institutional
Indiana
$58K
EWA
455
EQ Wealth Advisors
Texas
$56.3K
AI
456
Arvest Investments
Arkansas
$55.2K
BTI
457
Blue Trust Inc
Georgia
$42.8K
IRC
458
Investors Research Corp
Georgia
$42.1K
S
459
SignatureFD
Georgia
$39.7K
OP
460
ORG Partners
Indiana
$39.4K
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$37.4K
CAL
462
Capital Analysts LLC
Pennsylvania
$30K
TC
463
Trust Company
Kansas
$29.4K
AIC
464
Archer Investment Corporation
Indiana
$27.8K
HFS
465
Hughes Financial Services
Virginia
$27.7K
MCM
466
MAI Capital Management
Ohio
$27.4K
BHWM
467
Bay Harbor Wealth Management
Maryland
$26.5K
FCG
468
Financial Connections Group
California
$24K
CA
469
CoreCap Advisors
Michigan
$23.8K
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$23.2K
ITIM
471
Indiana Trust & Investment Management
Indiana
$20K
HDIM
472
Hanson & Doremus Investment Management
Vermont
$16K
JFG
473
JDM Financial Group
Texas
$15.1K
RF
474
Rossby Financial
Florida
$14.6K
HNB
475
Huntington National Bank
Ohio
$13.8K