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Capital Group Dividend Value ETF

575 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 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
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
CWM
501
CarsonAllaria Wealth Management
Illinois
$238K
WC
502
Waterloo Capital
Texas
$236K
OPWM
503
Oxinas Partners Wealth Management
Indiana
$234K
OFG
504
Orcam Financial Group
California
$229K
KeyBank National Association
505
KeyBank National Association
Ohio
$228K
SAI
506
Savvy Advisors Inc
New York
$225K
SFG
507
Synergy Financial Group
California
$222K
AFG
508
Allegheny Financial Group
Pennsylvania
$221K
DA
509
Dover Advisors
Virginia
$218K
MC
510
Moors & Cabot
Massachusetts
$217K
OA
511
Operose Advisors
Wisconsin
$216K
HH
512
Hilltop Holdings
Texas
$216K
CPRC
513
Consolidated Portfolio Review Corp
New York
$212K
BW
514
BIP Wealth
Georgia
$212K
GF
515
Gimbal Financial
Indiana
$211K
HAM
516
Harmony Asset Management
Arizona
$210K
SIC
517
SFE Investment Counsel
California
$209K
CWG
518
Cornerstone Wealth Group
North Carolina
$207K
Franklin Resources
519
Franklin Resources
California
$204K
HWA
520
Heritage Wealth Architects
Minnesota
$201K
LA
521
LexAurum Advisors
Kansas
$201K
Bessemer Group
522
Bessemer Group
New Jersey
$199K
TSMHT
523
Thurston Springer Miller Herd & Titak
Indiana
$172K
Citigroup
524
Citigroup
New York
$159K
Russell Investments Group
525
Russell Investments Group
United Kingdom
$156K