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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$92.2M
JBA
27
Johnson Bixby & Associates
Washington
$77.7M
WAM
28
WNY Asset Management
New York
$77M
Mariner
29
Mariner
Kansas
$76.6M
Baird Financial Group
30
Baird Financial Group
Wisconsin
$68.5M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$66.7M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$66.4M
HighTower Advisors
33
HighTower Advisors
Illinois
$65.6M
P
34
&Partners
Tennessee
$57M
VAS
35
Vestmark Advisory Solutions
Massachusetts
$52.5M
SFA
36
Souders Financial Advisors
Ohio
$51.3M
ACA
37
Aptus Capital Advisors
Alabama
$47.4M
Bank of New York Mellon
38
Bank of New York Mellon
New York
$47.3M
Truist Financial
39
Truist Financial
North Carolina
$46.3M
SEI Investments
40
SEI Investments
Pennsylvania
$46.2M
IWC
41
Integrated Wealth Concepts
Massachusetts
$44M
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.4M
PFS
43
Prospera Financial Services
Texas
$41.4M
EFG
44
Erickson Financial Group
Pennsylvania
$40.8M
BCA
45
Bay Colony Advisors
Massachusetts
$38.8M
CA
46
Continuum Advisory
Idaho
$37.2M
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$36.2M
AWS
48
Atria Wealth Solutions
New York
$34.9M
VA
49
Valmark Advisers
Ohio
$34.7M
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$34.1M