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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$71M
PAG
27
Private Advisor Group
New Jersey
$69.4M
JBA
28
Johnson Bixby & Associates
Washington
$68.5M
KIM
29
Kestra Investment Management
Texas
$64.9M
Baird Financial Group
30
Baird Financial Group
Wisconsin
$62.2M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$57.7M
NA
32
NewEdge Advisors
Louisiana
$44.7M
ACA
33
Aptus Capital Advisors
Alabama
$44.2M
P
34
&Partners
Tennessee
$43.1M
SFA
35
Souders Financial Advisors
Ohio
$43.1M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$42.5M
Truist Financial
37
Truist Financial
North Carolina
$41.3M
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$40.3M
Mariner
39
Mariner
Kansas
$39.9M
AWS
40
Atria Wealth Solutions
New York
$37.8M
IWC
41
Integrated Wealth Concepts
Massachusetts
$37.6M
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.1M
PFS
43
Prospera Financial Services
Texas
$35.4M
AAS
44
Avantax Advisory Services
Texas
$34.8M
SEI Investments
45
SEI Investments
Pennsylvania
$34.4M
BCA
46
Bay Colony Advisors
Massachusetts
$34.2M
SIAS
47
Summit Investment Advisory Services
Minnesota
$33.2M
CA
48
Continuum Advisory
Idaho
$32.3M
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$29.7M
VA
50
Valmark Advisers
Ohio
$29.6M