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Capital Group Dividend Value ETF

534 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
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
7.16%
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 %
BIG
526
Brooklyn Investment Group
New York
$7.54K +$7.54K +191 New
IHWM
527
Iron Horse Wealth Management
Iowa
$6.71K +$6.71K +170 New
MAS
528
MPWM Advisory Solutions
Georgia
$5.06K +$1.5K +38 +42%
TPWA
529
Twin Peaks Wealth Advisors
California
$3.98K +$3.98K +97 New
RBC
530
Roble Belko & Company
Pennsylvania
$3K +$40 +1 +1%
AAG
531
Armstrong Advisory Group
Massachusetts
$2.1K -$1.86K -47 -47%
CPBTD
532
Central Pacific Bank - Trust Division
Hawaii
$2.01K
LC
533
Luminist Capital
Michigan
$1.35K +$1.35K +34 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$118
SIAS
535
Summit Investment Advisory Services
Minnesota
-$33.2M -931,088 Closed
Marshall Wace
536
Marshall Wace
United Kingdom
-$7.84M -220,012 Closed
SIM
537
Synergy Investment Management
Florida
-$5.28M -148,127 Closed
CWC
538
Carolinas Wealth Consulting
North Carolina
-$2.37M -66,406 Closed
RIA
539
Realta Investment Advisors
Delaware
-$1.68M -47,006 Closed
JWBC
540
John W. Brooker & Co
California
-$749K -21,017 Closed
TC
541
TownSquare Capital
Utah
-$741K -20,785 Closed
D.E. Shaw & Co
542
D.E. Shaw & Co
New York
-$736K -20,657 Closed
PWA
543
PCG Wealth Advisors
Kansas
-$406K -11,405 Closed
XT
544
XTX Topco
Cayman Islands
-$395K -11,074 Closed
SL
545
Sentinus LLC
Illinois
-$332K -9,327 Closed
GF
546
Gimbal Financial
Indiana
-$293K -8,218 Closed
SFC
547
Strategic Financial Concepts
Texas
-$282K -7,924 Closed
Qube Research & Technologies (QRT)
548
Qube Research & Technologies (QRT)
United Kingdom
-$243K -6,829 Closed
NCFG
549
New Century Financial Group
New Jersey
-$238K -6,684 Closed
AQR Capital Management
550
AQR Capital Management
Connecticut
-$236K -6,621 Closed