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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
501
Capital Analysts LLC
Pennsylvania
$93K
AG
502
AmeriFlex Group
Nevada
$86.3K
UB
503
UMB Bank
Missouri
$84.9K
YDMI
504
Y.D. More Investments
Israel
$84.3K
BCWM
505
Bartlett & Co Wealth Management
Ohio
$79.4K
BCMLT
506
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.3K
CI
507
CX Institutional
Indiana
$64K
Simplex Trading
508
Simplex Trading
Illinois
$63K
AI
509
Arvest Investments
Arkansas
$61.2K
BTI
510
Blue Trust Inc
Georgia
$60.1K
BDS
511
Banco de Sabadell
Florida
$47K
S
512
SignatureFD
Georgia
$44K
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$41.5K
FIA
514
FNY Investment Advisers
New York
$35K
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$32.9K
TC
516
Trust Company
Kansas
$32.5K
HFS
517
Hughes Financial Services
Virginia
$31.4K
AIC
518
Archer Investment Corporation
Indiana
$30.9K
MCM
519
MAI Capital Management
Ohio
$30.4K
WTA
520
Washington Trust Advisors
Massachusetts
$29.5K
BHWM
521
Bay Harbor Wealth Management
Maryland
$29.3K
TCOV
522
Trust Company of Vermont
Vermont
$29.1K
FCG
523
Financial Connections Group
California
$27K
ITIM
524
Indiana Trust & Investment Management
Indiana
$22.1K
GSWM
525
Golden State Wealth Management
California
$19.7K