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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
SFG
476
Synergy Financial Group
California
$209K
LC
477
Landaas & Company
Wisconsin
$208K
Mercer Global Advisors
478
Mercer Global Advisors
Colorado
$207K
CPRC
479
Consolidated Portfolio Review Corp
New York
$206K
SVWAG
480
Sound View Wealth Advisors Group
Georgia
$205K
HFS
481
Hopwood Financial Services
Virginia
$205K
DA
482
Dover Advisors
Virginia
$204K
MC
483
Moors & Cabot
Massachusetts
$203K
OA
484
Operose Advisors
Wisconsin
$203K
CW
485
CreativeOne Wealth
Kansas
$203K
Bessemer Group
486
Bessemer Group
New Jersey
$187K
Russell Investments Group
487
Russell Investments Group
United Kingdom
$183K
BF
488
BOK Financial
Oklahoma
$178K
OC
489
Oakworth Capital
Alabama
$144K
FHA
490
First Horizon Advisors
Tennessee
$136K
AW
491
Avion Wealth
Texas
$131K
CA
492
Clearstead Advisors
Ohio
$124K
WAS
493
Winch Advisory Services
Wisconsin
$110K
CFFP
494
Center for Financial Planning
Michigan
$102K
MSFP
495
Mark Sheptoff Financial Planning
Connecticut
$99.3K
VWWMG
496
Vermillion & White Wealth Management Group
Pennsylvania
$96K
MSWA
497
Marshall & Sterling Wealth Advisors
New York
$95.5K
CAL
498
Capital Analysts LLC
Pennsylvania
$93K
AG
499
AmeriFlex Group
Nevada
$86.3K
UB
500
UMB Bank
Missouri
$84.9K