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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
HH
476
Hilltop Holdings
Texas
$211K
RFP
477
Root Financial Partners
California
$210K
AFG
478
Allegheny Financial Group
Pennsylvania
$210K
SFG
479
Synergy Financial Group
California
$209K
LC
480
Landaas & Company
Wisconsin
$208K
Mercer Global Advisors
481
Mercer Global Advisors
Colorado
$207K
CPRC
482
Consolidated Portfolio Review Corp
New York
$206K
SVWAG
483
Sound View Wealth Advisors Group
Georgia
$205K
HFS
484
Hopwood Financial Services
Virginia
$205K
DA
485
Dover Advisors
Virginia
$204K
MC
486
Moors & Cabot
Massachusetts
$203K
OA
487
Operose Advisors
Wisconsin
$203K
CW
488
CreativeOne Wealth
Kansas
$203K
Bessemer Group
489
Bessemer Group
New Jersey
$187K
Russell Investments Group
490
Russell Investments Group
United Kingdom
$183K
BF
491
BOK Financial
Oklahoma
$178K
OC
492
Oakworth Capital
Alabama
$144K
FHA
493
First Horizon Advisors
Tennessee
$136K
AW
494
Avion Wealth
Texas
$131K
CA
495
Clearstead Advisors
Ohio
$124K
WAS
496
Winch Advisory Services
Wisconsin
$110K
CFFP
497
Center for Financial Planning
Michigan
$102K
MSFP
498
Mark Sheptoff Financial Planning
Connecticut
$99.3K
VWWMG
499
Vermillion & White Wealth Management Group
Pennsylvania
$96K
MSWA
500
Marshall & Sterling Wealth Advisors
New York
$95.5K