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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
451
Berger Financial Group
Minnesota
$307K
TWM
452
Triton Wealth Management
Arizona
$303K
BMWM
453
Brown Miller Wealth Management
Virginia
$302K
LFAS
454
Level Four Advisory Services
Texas
$297K
1WA
455
180 Wealth Advisors
Washington
$297K
FFA
456
Fi3 Financial Advisors
Indiana
$291K
WAM
457
Weatherly Asset Management
California
$288K
AC
458
Avant Capital
Louisiana
$286K
CLA
459
Carnegie Lake Advisors
New Jersey
$280K
GCM
460
Glaxis Capital Management
Florida
$276K
SC
461
Sapient Capital
Indiana
$272K
WC
462
Waterloo Capital
Texas
$269K
WA
463
Waverly Advisors
Alabama
$268K
MFS
464
McNamara Financial Services
Massachusetts
$256K
KWM
465
KMT Wealth Management
California
$244K
HAM
466
Harmony Asset Management
Arizona
$238K
SF
467
Synovus Financial
Georgia
$237K
QFW
468
QTR Family Wealth
Florida
$236K
MIM
469
Marshall Investment Management
Colorado
$234K
BIAS
470
Beacon Investment Advisory Services
New Jersey
$231K
CIC
471
Carnegie Investment Counsel
Ohio
$228K
Franklin Resources
472
Franklin Resources
California
$226K
CWM
473
CarsonAllaria Wealth Management
Illinois
$224K
OFG
474
Orcam Financial Group
California
$215K
CWG
475
Crown Wealth Group
North Carolina
$214K