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Capital Group Dividend Value ETF

537 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, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
YDMI
501
Y.D. More Investments
Israel
$84.3K
BCWM
502
Bartlett & Co Wealth Management
Ohio
$79.4K
BCMLT
503
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.3K
CI
504
CX Institutional
Indiana
$64K
Simplex Trading
505
Simplex Trading
Illinois
$63K
AI
506
Arvest Investments
Arkansas
$61.2K
BTI
507
Blue Trust Inc
Georgia
$60.1K
BDS
508
Banco de Sabadell
Florida
$47K
S
509
SignatureFD
Georgia
$44K
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$41.5K
FIA
511
FNY Investment Advisers
New York
$35K
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$32.9K
TC
513
Trust Company
Kansas
$32.5K
HFS
514
Hughes Financial Services
Virginia
$31.4K
AIC
515
Archer Investment Corporation
Indiana
$30.9K
MCM
516
MAI Capital Management
Ohio
$30.4K
WTA
517
Washington Trust Advisors
Massachusetts
$29.5K
BHWM
518
Bay Harbor Wealth Management
Maryland
$29.3K
TCOV
519
Trust Company of Vermont
Vermont
$29.1K
FCG
520
Financial Connections Group
California
$27K
ITIM
521
Indiana Trust & Investment Management
Indiana
$22.1K
GSWM
522
Golden State Wealth Management
California
$19.7K
RF
523
Rossby Financial
Florida
$18.4K
JFG
524
JDM Financial Group
Texas
$16.7K
CA
525
CoreCap Advisors
Michigan
$16.2K