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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
BTD
526
BankPlus Trust Department
Mississippi
$11.8K
SA
527
Scarborough Advisors
Maryland
$11.8K
WCM
528
WealthTrak Capital Management
Virginia
$11K
BIG
529
Brooklyn Investment Group
New York
$7.54K
IHWM
530
Iron Horse Wealth Management
Iowa
$6.71K
MAS
531
MPWM Advisory Solutions
Georgia
$5.05K
TPWA
532
Twin Peaks Wealth Advisors
California
$3.98K
RBC
533
Roble Belko & Company
Pennsylvania
$3K
AAG
534
Armstrong Advisory Group
Massachusetts
$2.1K
CPBTD
535
Central Pacific Bank - Trust Division
Hawaii
$2.01K
LC
536
Luminist Capital
Michigan
$1.35K
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$118
SIAS
538
Summit Investment Advisory Services
Minnesota
Marshall Wace
539
Marshall Wace
United Kingdom
SIM
540
Synergy Investment Management
Florida
CWC
541
Carolinas Wealth Consulting
North Carolina
RIA
542
Realta Investment Advisors
Delaware
JWBC
543
John W. Brooker & Co
California
TC
544
TownSquare Capital
Utah
D.E. Shaw & Co
545
D.E. Shaw & Co
New York
PWA
546
PCG Wealth Advisors
Kansas
XT
547
XTX Topco
Cayman Islands
SL
548
Sentinus LLC
Illinois
GF
549
Gimbal Financial
Indiana
SFC
550
Strategic Financial Concepts
Texas