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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
SAI
501
Savvy Advisors Inc
New York
$225K
SFG
502
Synergy Financial Group
California
$222K
AFG
503
Allegheny Financial Group
Pennsylvania
$221K
DA
504
Dover Advisors
Virginia
$218K
MC
505
Moors & Cabot
Massachusetts
$217K
OA
506
Operose Advisors
Wisconsin
$216K
HH
507
Hilltop Holdings
Texas
$216K
CPRC
508
Consolidated Portfolio Review Corp
New York
$212K
BW
509
BIP Wealth
Georgia
$212K
GF
510
Gimbal Financial
Indiana
$211K
HAM
511
Harmony Asset Management
Arizona
$210K
SIC
512
SFE Investment Counsel
California
$209K
CWG
513
Cornerstone Wealth Group
North Carolina
$207K
Franklin Resources
514
Franklin Resources
California
$204K
HWA
515
Heritage Wealth Architects
Minnesota
$201K
LA
516
LexAurum Advisors
Kansas
$201K
Bessemer Group
517
Bessemer Group
New Jersey
$199K
TSMHT
518
Thurston Springer Miller Herd & Titak
Indiana
$172K
Citigroup
519
Citigroup
New York
$159K
Russell Investments Group
520
Russell Investments Group
United Kingdom
$156K
SNB
521
Security National Bank
Nebraska
$156K
OC
522
Oakworth Capital
Alabama
$153K
MSWA
523
Marshall & Sterling Wealth Advisors
New York
$146K
MG
524
Mather Group
Illinois
$146K
WAS
525
Winch Advisory Services
Wisconsin
$117K