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Capital Group Dividend Value ETF

581 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 353 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
Bessemer Group
526
Bessemer Group
New Jersey
$199K
TSMHT
527
Thurston Springer Miller Herd & Titak
Indiana
$172K
PWA
528
Principia Wealth Advisory
Texas
$167K
Citigroup
529
Citigroup
New York
$159K
Russell Investments Group
530
Russell Investments Group
United Kingdom
$156K
SNB
531
Security National Bank
Nebraska
$156K
OC
532
Oakworth Capital
Alabama
$153K
MSWA
533
Marshall & Sterling Wealth Advisors
New York
$146K
MG
534
Mather Group
Illinois
$146K
WAS
535
Winch Advisory Services
Wisconsin
$117K
CFFP
536
Center for Financial Planning
Michigan
$108K
MSFP
537
Mark Sheptoff Financial Planning
Connecticut
$106K
GTAM
538
Global Trust Asset Management
Florida
$102K
VWWMG
539
Vermillion & White Wealth Management Group
Pennsylvania
$101K
UB
540
UMB Bank
Missouri
$90.4K
BCWM
541
Bartlett & Co Wealth Management
Ohio
$82.8K
CI
542
CX Institutional
Indiana
$77K
BF
543
BOK Financial
Oklahoma
$72.5K
Simplex Trading
544
Simplex Trading
Illinois
$69K
AIC
545
Archer Investment Corporation
Indiana
$67.3K
WANY
546
Wealthspire Advisors (New York)
New York
$67.3K
AI
547
Arvest Investments
Arkansas
$65.1K
Fifth Third Bancorp
548
Fifth Third Bancorp
Ohio
$63.5K
TCOV
549
Trust Company of Vermont
Vermont
$56.6K
CTC
550
Central Trust Company
Missouri
$51.7K