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Capital Group Dividend Value ETF

535 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
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
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 %
WCM
526
WealthTrak Capital Management
Virginia
$11K +$11K +278 New
BIG
527
Brooklyn Investment Group
New York
$7.54K +$7.54K +191 New
IHWM
528
Iron Horse Wealth Management
Iowa
$6.71K +$6.71K +170 New
MAS
529
MPWM Advisory Solutions
Georgia
$5.06K +$1.5K +38 +42%
TPWA
530
Twin Peaks Wealth Advisors
California
$3.98K +$3.98K +97 New
RBC
531
Roble Belko & Company
Pennsylvania
$3K +$40 +1 +1%
AAG
532
Armstrong Advisory Group
Massachusetts
$2.1K -$1.86K -47 -47%
CPBTD
533
Central Pacific Bank - Trust Division
Hawaii
$2.01K
LC
534
Luminist Capital
Michigan
$1.35K +$1.35K +34 New
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$118
SIAS
536
Summit Investment Advisory Services
Minnesota
-$33.2M -931,088 Closed
Marshall Wace
537
Marshall Wace
United Kingdom
-$7.84M -220,012 Closed
SIM
538
Synergy Investment Management
Florida
-$5.28M -148,127 Closed
CWC
539
Carolinas Wealth Consulting
North Carolina
-$2.37M -66,406 Closed
RIA
540
Realta Investment Advisors
Delaware
-$1.68M -47,006 Closed
JWBC
541
John W. Brooker & Co
California
-$749K -21,017 Closed
TC
542
TownSquare Capital
Utah
-$741K -20,785 Closed
D.E. Shaw & Co
543
D.E. Shaw & Co
New York
-$736K -20,657 Closed
PWA
544
PCG Wealth Advisors
Kansas
-$406K -11,405 Closed
XT
545
XTX Topco
Cayman Islands
-$395K -11,074 Closed
SL
546
Sentinus LLC
Illinois
-$332K -9,327 Closed
GF
547
Gimbal Financial
Indiana
-$293K -8,218 Closed
SFC
548
Strategic Financial Concepts
Texas
-$282K -7,924 Closed
Qube Research & Technologies (QRT)
549
Qube Research & Technologies (QRT)
United Kingdom
-$243K -6,829 Closed
NCFG
550
New Century Financial Group
New Jersey
-$238K -6,684 Closed