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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 %
BCMLT
501
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.3K +$78.3K +1,984 New
CI
502
CX Institutional
Indiana
$64K
Simplex Trading
503
Simplex Trading
Illinois
$63K +$53.9K +1,370 +596%
AI
504
Arvest Investments
Arkansas
$61.2K
BTI
505
Blue Trust Inc
Georgia
$60.1K +$12.7K +322 +27%
BDS
506
Banco de Sabadell
Florida
$47K +$47K +1,180 New
S
507
SignatureFD
Georgia
$44K
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$41.5K
FIA
509
FNY Investment Advisers
New York
$35K +$35K +900 New
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$32.9K +$4.23K +107 +15%
TC
511
Trust Company
Kansas
$32.5K
HFS
512
Hughes Financial Services
Virginia
$31.4K
AIC
513
Archer Investment Corporation
Indiana
$30.9K +$118 +3 +0.4%
MCM
514
MAI Capital Management
Ohio
$30.4K
WTA
515
Washington Trust Advisors
Massachusetts
$29.5K +$29.5K +747 New
BHWM
516
Bay Harbor Wealth Management
Maryland
$29.3K
TCOV
517
Trust Company of Vermont
Vermont
$29.1K +$29.1K +736 New
FCG
518
Financial Connections Group
California
$27K
ITIM
519
Indiana Trust & Investment Management
Indiana
$22.1K
GSWM
520
Golden State Wealth Management
California
$19.7K +$19.7K +500 New
RF
521
Rossby Financial
Florida
$18.4K +$1.82K +46 +11%
JFG
522
JDM Financial Group
Texas
$16.7K
CA
523
CoreCap Advisors
Michigan
$16.2K -$10.1K -257 -39%
BTD
524
BankPlus Trust Department
Mississippi
$11.8K
SA
525
Scarborough Advisors
Maryland
$11.8K +$11.8K +300 New