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Capital Group Dividend Value ETF

581 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 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
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
EAM
501
Evanson Asset Management
California
$245K
GM
502
GeoWealth Management
Illinois
$244K
SVWAG
503
Sound View Wealth Advisors Group
Georgia
$242K
CWM
504
CarsonAllaria Wealth Management
Illinois
$238K
WC
505
Waterloo Capital
Texas
$236K
OPWM
506
Oxinas Partners Wealth Management
Indiana
$234K
OFG
507
Orcam Financial Group
California
$229K
KeyBank National Association
508
KeyBank National Association
Ohio
$228K
NRI
509
NFP Retirement Inc
California
$228K
SAI
510
Savvy Advisors Inc
New York
$225K
SFG
511
Synergy Financial Group
California
$222K
AFG
512
Allegheny Financial Group
Pennsylvania
$221K
DA
513
Dover Advisors
Virginia
$218K
MC
514
Moors & Cabot
Massachusetts
$217K
OA
515
Operose Advisors
Wisconsin
$216K
HH
516
Hilltop Holdings
Texas
$216K
CPRC
517
Consolidated Portfolio Review Corp
New York
$212K
BW
518
BIP Wealth
Georgia
$212K
GF
519
Gimbal Financial
Indiana
$211K
HAM
520
Harmony Asset Management
Arizona
$210K
SIC
521
SFE Investment Counsel
California
$209K
CWG
522
Cornerstone Wealth Group
North Carolina
$207K
Franklin Resources
523
Franklin Resources
California
$204K
HWA
524
Heritage Wealth Architects
Minnesota
$201K
LA
525
LexAurum Advisors
Kansas
$201K