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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
RF
526
Rossby Financial
Florida
$18.4K
JFG
527
JDM Financial Group
Texas
$16.7K
CA
528
CoreCap Advisors
Michigan
$16.2K
BTD
529
BankPlus Trust Department
Mississippi
$11.8K
SA
530
Scarborough Advisors
Maryland
$11.8K
WCM
531
WealthTrak Capital Management
Virginia
$11K
BIG
532
Brooklyn Investment Group
New York
$7.54K
IHWM
533
Iron Horse Wealth Management
Iowa
$6.71K
MAS
534
MPWM Advisory Solutions
Georgia
$5.05K
TPWA
535
Twin Peaks Wealth Advisors
California
$3.98K
RBC
536
Roble Belko & Company
Pennsylvania
$3K
AAG
537
Armstrong Advisory Group
Massachusetts
$2.1K
CPBTD
538
Central Pacific Bank - Trust Division
Hawaii
$2.01K
LC
539
Luminist Capital
Michigan
$1.35K
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$118
Marshall Wace
541
Marshall Wace
United Kingdom
SIM
542
Synergy Investment Management
Florida
CWC
543
Carolinas Wealth Consulting
North Carolina
RIA
544
Realta Investment Advisors
Delaware
JWBC
545
John W. Brooker & Co
California
TC
546
TownSquare Capital
Utah
D.E. Shaw & Co
547
D.E. Shaw & Co
New York
PWA
548
PCG Wealth Advisors
Kansas
XT
549
XTX Topco
Cayman Islands
SL
550
Sentinus LLC
Illinois