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Capital Group Dividend Value ETF

537 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, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
LFAS
451
Level Four Advisory Services
Texas
$297K
1WA
452
180 Wealth Advisors
Washington
$297K
FFA
453
Fi3 Financial Advisors
Indiana
$291K
WAM
454
Weatherly Asset Management
California
$288K
AC
455
Avant Capital
Louisiana
$286K
CLA
456
Carnegie Lake Advisors
New Jersey
$280K
GCM
457
Glaxis Capital Management
Florida
$276K
SC
458
Sapient Capital
Indiana
$272K
WC
459
Waterloo Capital
Texas
$269K
WA
460
Waverly Advisors
Alabama
$268K
MFS
461
McNamara Financial Services
Massachusetts
$256K
KWM
462
KMT Wealth Management
California
$244K
HAM
463
Harmony Asset Management
Arizona
$238K
SF
464
Synovus Financial
Georgia
$237K
QFW
465
QTR Family Wealth
Florida
$236K
MIM
466
Marshall Investment Management
Colorado
$234K
BIAS
467
Beacon Investment Advisory Services
New Jersey
$231K
CIC
468
Carnegie Investment Counsel
Ohio
$228K
Franklin Resources
469
Franklin Resources
California
$226K
CWM
470
CarsonAllaria Wealth Management
Illinois
$224K
OFG
471
Orcam Financial Group
California
$215K
CWG
472
Crown Wealth Group
North Carolina
$214K
HH
473
Hilltop Holdings
Texas
$211K
RFP
474
Root Financial Partners
California
$210K
AFG
475
Allegheny Financial Group
Pennsylvania
$210K