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Capital Group Dividend Value ETF

217 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
3.46%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
133
Reduced
23
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAS
26
Summit Investment Advisory Services
Minnesota
$21.6M +$1.02M +38,657 +5%
GKWIM
27
Gerber Kawasaki Wealth & Investment Management
California
$19.6M -$438K -16,532 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$18.7M +$18.7M +705,335 New
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.6M +$17.6M +663,568 New
AWM
30
Axxcess Wealth Management
California
$17.3M +$558K +21,090 +3%
SFA
31
Souders Financial Advisors
Ohio
$16.9M -$346K -13,068 -2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$16.6M +$16.6M +626,473 New
EFG
33
Erickson Financial Group
Pennsylvania
$15.1M +$408K +15,410 +3%
AssetMark Inc
34
AssetMark Inc
California
$14.1M +$14.1M +532,753 New
EA
35
Ergawealth Advisors
Illinois
$13.9M -$608K -22,962 -4%
WWM
36
WJ Wealth Management
Arizona
$13.8M +$4.83M +182,473 +54%
GRP
37
Global Retirement Partners
California
$13.7M +$645K +24,758 +5%
VA
38
Valmark Advisers
Ohio
$12.2M +$1.65M +62,334 +16%
P
39
&Partners
Tennessee
$12.2M +$78.5K +2,964 +0.6%
AT
40
Arden Trust
Delaware
$12M -$35.3K -1,333 -0.3%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$11.2M +$4.35M +164,166 +63%
LNC
42
Lincoln National Corp
Pennsylvania
$11.1M +$1.6M +60,620 +17%
PAG
43
Private Advisor Group
New Jersey
$9.93M +$1.71M +64,620 +21%
Truist Financial
44
Truist Financial
North Carolina
$9.77M +$5.37M +203,007 +122%
PFS
45
Prospera Financial Services
Texas
$8.92M +$5.52M +208,483 +162%
H
46
HoyleCohen
California
$8.83M +$794 +30 +0%
OPS
47
Orion Portfolio Solutions
Nebraska
$8.82M +$8.6M +325,062 +3,923%
BCI
48
Brinker Capital Investments
Pennsylvania
$8.82M +$8.6M +325,062 +3,923%
OMC
49
Old Mission Capital
Illinois
$8.8M +$8.31M +313,906 +1,678%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$8.71M +$2.18M +82,252 +33%