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Capital Group Dividend Value ETF

534 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, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
7.16%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPRC
476
Consolidated Portfolio Review Corp
New York
$206K +$206K +5,219 New
SVWAG
477
Sound View Wealth Advisors Group
Georgia
$205K +$205K +5,201 New
HFS
478
Hopwood Financial Services
Virginia
$205K +$205K +5,199 New
DA
479
Dover Advisors
Virginia
$204K +$204K +5,162 New
MC
480
Moors & Cabot
Massachusetts
$203K +$203K +5,153 New
OA
481
Operose Advisors
Wisconsin
$203K +$103K +2,600 +102%
CW
482
CreativeOne Wealth
Kansas
$203K +$203K +5,139 New
Bessemer Group
483
Bessemer Group
New Jersey
$187K
Russell Investments Group
484
Russell Investments Group
United Kingdom
$183K +$36.5K +925 +25%
BF
485
BOK Financial
Oklahoma
$178K +$26.9K +680 +18%
OC
486
Oakworth Capital
Alabama
$144K
FHA
487
First Horizon Advisors
Tennessee
$136K -$46.2K -1,171 -25%
AW
488
Avion Wealth
Texas
$131K +$131K +3,333 New
CA
489
Clearstead Advisors
Ohio
$124K
WAS
490
Winch Advisory Services
Wisconsin
$110K +$79 +2 +0.1%
CFFP
491
Center for Financial Planning
Michigan
$102K +$102K +2,571 New
MSFP
492
Mark Sheptoff Financial Planning
Connecticut
$99.3K -$10.7K -272 -10%
VWWMG
493
Vermillion & White Wealth Management Group
Pennsylvania
$96K +$3.99K +101 +4%
MSWA
494
Marshall & Sterling Wealth Advisors
New York
$95.5K +$27.4K +694 +40%
CAL
495
Capital Analysts LLC
Pennsylvania
$93K +$59.9K +1,508 +181%
AG
496
AmeriFlex Group
Nevada
$86.3K -$275K -6,998 -76%
UB
497
UMB Bank
Missouri
$84.9K +$84.9K +2,151 New
YDMI
498
Y.D. More Investments
Israel
$84.3K +$74.9K +1,910 +796%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$79.4K +$77.8K +1,964 +4,790%
BCMLT
500
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.3K +$78.3K +1,984 New