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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
CFFP
526
Center for Financial Planning
Michigan
$108K
MSFP
527
Mark Sheptoff Financial Planning
Connecticut
$106K
GTAM
528
Global Trust Asset Management
Florida
$102K
VWWMG
529
Vermillion & White Wealth Management Group
Pennsylvania
$101K
UB
530
UMB Bank
Missouri
$90.4K
BCWM
531
Bartlett & Co Wealth Management
Ohio
$82.8K
CI
532
CX Institutional
Indiana
$77K
BF
533
BOK Financial
Oklahoma
$72.5K
Simplex Trading
534
Simplex Trading
Illinois
$69K
AIC
535
Archer Investment Corporation
Indiana
$67.3K
WANY
536
Wealthspire Advisors (New York)
New York
$67.3K
AI
537
Arvest Investments
Arkansas
$65.1K
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
$63.5K
TCOV
539
Trust Company of Vermont
Vermont
$56.6K
CTC
540
Central Trust Company
Missouri
$51.7K
BTI
541
Blue Trust Inc
Georgia
$50.9K
BDS
542
Banco de Sabadell
Florida
$50K
HNB
543
Huntington National Bank
Ohio
$49K
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$48.3K
S
545
SignatureFD
Georgia
$46.8K
TC
546
Trust Company
Kansas
$34.6K
HFS
547
Hughes Financial Services
Virginia
$33.5K
TCM
548
Triumph Capital Management
Colorado
$31.5K
WTA
549
Washington Trust Advisors
Massachusetts
$31.4K
FGAM
550
Financial Gravity Asset Management
Texas
$31.1K