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Capital Group Dividend Value ETF

575 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 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
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
BFG
476
Berger Financial Group
Minnesota
$312K
FFA
477
Florida Financial Advisors
Florida
$306K
WAM
478
Weatherly Asset Management
California
$306K
NS
479
NBC Securities
Alabama
$299K
SA
480
Sonoma Allocations
California
$299K
CLA
481
Carnegie Lake Advisors
New Jersey
$298K
GSAM
482
Grant Street Asset Management
Pennsylvania
$298K
GCM
483
Glaxis Capital Management
Florida
$294K
SC
484
Sapient Capital
Indiana
$290K
AA
485
Armis Advisers
Georgia
$284K
TC
486
Touchstone Capital
Pennsylvania
$281K
QFW
487
QTR Family Wealth
Florida
$276K
IAN
488
Integrated Advisors Network
Texas
$272K
AW
489
Avion Wealth
Texas
$268K
SI
490
Seeds Investor
New York
$265K
CIC
491
Carnegie Investment Counsel
Ohio
$263K
MFS
492
McNamara Financial Services
Massachusetts
$263K
KWM
493
KMT Wealth Management
California
$260K
DAS
494
Diversify Advisory Services
Utah
$252K
SF
495
Synovus Financial
Georgia
$252K
MWS
496
MFA Wealth Services
California
$249K
BIAS
497
Beacon Investment Advisory Services
New Jersey
$246K
EAM
498
Evanson Asset Management
California
$245K
GM
499
GeoWealth Management
Illinois
$244K
SVWAG
500
Sound View Wealth Advisors Group
Georgia
$242K