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Capital Group Dividend Value ETF

581 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
476
Triton Wealth Management
Arizona
$316K
1WA
477
180 Wealth Advisors
Washington
$315K
BMWM
478
Brown Miller Wealth Management
Virginia
$313K
BFG
479
Berger Financial Group
Minnesota
$312K
FFA
480
Florida Financial Advisors
Florida
$306K
WAM
481
Weatherly Asset Management
California
$306K
NS
482
NBC Securities
Alabama
$299K
SA
483
Sonoma Allocations
California
$299K
CLA
484
Carnegie Lake Advisors
New Jersey
$298K
GSAM
485
Grant Street Asset Management
Pennsylvania
$298K
GCM
486
Glaxis Capital Management
Florida
$294K
SC
487
Sapient Capital
Indiana
$290K
AA
488
Armis Advisers
Georgia
$284K
TC
489
Touchstone Capital
Pennsylvania
$281K
QFW
490
QTR Family Wealth
Florida
$276K
IAN
491
Integrated Advisors Network
Texas
$272K
AW
492
Avion Wealth
Texas
$268K
SI
493
Seeds Investor
New York
$265K
CIC
494
Carnegie Investment Counsel
Ohio
$263K
MFS
495
McNamara Financial Services
Massachusetts
$263K
KWM
496
KMT Wealth Management
California
$260K
DAS
497
Diversify Advisory Services
Utah
$252K
SF
498
Synovus Financial
Georgia
$252K
MWS
499
MFA Wealth Services
California
$249K
BIAS
500
Beacon Investment Advisory Services
New Jersey
$246K