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Capital Group Dividend Value ETF

535 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
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
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 %
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
$207K -$233K -5,908 -53%
CPRC
477
Consolidated Portfolio Review Corp
New York
$206K +$206K +5,219 New
SVWAG
478
Sound View Wealth Advisors Group
Georgia
$205K +$205K +5,201 New
HFS
479
Hopwood Financial Services
Virginia
$205K +$205K +5,199 New
DA
480
Dover Advisors
Virginia
$204K +$204K +5,162 New
MC
481
Moors & Cabot
Massachusetts
$203K +$203K +5,153 New
OA
482
Operose Advisors
Wisconsin
$203K +$103K +2,600 +102%
CW
483
CreativeOne Wealth
Kansas
$203K +$203K +5,139 New
Bessemer Group
484
Bessemer Group
New Jersey
$187K
Russell Investments Group
485
Russell Investments Group
United Kingdom
$183K +$36.5K +925 +25%
BF
486
BOK Financial
Oklahoma
$178K +$26.9K +680 +18%
OC
487
Oakworth Capital
Alabama
$144K
FHA
488
First Horizon Advisors
Tennessee
$136K -$46.2K -1,171 -25%
AW
489
Avion Wealth
Texas
$131K +$131K +3,333 New
CA
490
Clearstead Advisors
Ohio
$124K
WAS
491
Winch Advisory Services
Wisconsin
$110K +$79 +2 +0.1%
CFFP
492
Center for Financial Planning
Michigan
$102K +$102K +2,571 New
MSFP
493
Mark Sheptoff Financial Planning
Connecticut
$99.3K -$10.7K -272 -10%
VWWMG
494
Vermillion & White Wealth Management Group
Pennsylvania
$96K +$3.99K +101 +4%
MSWA
495
Marshall & Sterling Wealth Advisors
New York
$95.5K +$27.4K +694 +40%
CAL
496
Capital Analysts LLC
Pennsylvania
$93K +$59.9K +1,508 +181%
AG
497
AmeriFlex Group
Nevada
$86.3K -$275K -6,998 -76%
UB
498
UMB Bank
Missouri
$84.9K +$84.9K +2,151 New
YDMI
499
Y.D. More Investments
Israel
$84.3K +$74.9K +1,910 +796%
BCWM
500
Bartlett & Co Wealth Management
Ohio
$79.4K +$77.8K +1,964 +4,790%