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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
CP
451
Capital Planning
Washington
$382K
XT
452
XTX Topco
Cayman Islands
$381K
RIG
453
RiverFront Investment Group
Virginia
$380K
Fisher Asset Management
454
Fisher Asset Management
Washington
$378K
CAG
455
Csenge Advisory Group
Florida
$375K
TI
456
tru Independence
Oregon
$371K
LFG
457
Larson Financial Group
Missouri
$371K
VNA
458
Valley National Advisers
Pennsylvania
$370K
LFAS
459
Level Four Advisory Services
Texas
$362K
BWP
460
Balboa Wealth Partners
Arizona
$355K
HA
461
HFG Advisors
Ohio
$351K
RAS
462
RPS Advisory Solutions
Kentucky
$347K
BFG
463
Beacon Financial Group
Texas
$347K
HFA
464
High Falls Advisors
New York
$346K
RFP
465
Root Financial Partners
California
$336K
AQR Capital Management
466
AQR Capital Management
Connecticut
$328K
VFA
467
Valeo Financial Advisors
Indiana
$328K
CP
468
Creekside Partners
California
$328K
BGAI
469
Bruce G. Allen Investments
Colorado
$325K
SWMG
470
Sard Wealth Management Group
Georgia
$325K
KFP
471
Kerr Financial Planning
California
$323K
WEG
472
World Equity Group
Illinois
$318K
TWM
473
Triton Wealth Management
Arizona
$316K
1WA
474
180 Wealth Advisors
Washington
$315K
BMWM
475
Brown Miller Wealth Management
Virginia
$313K