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Capital Group Dividend Value ETF

575 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 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
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
SNB
526
Security National Bank
Nebraska
$156K
OC
527
Oakworth Capital
Alabama
$153K
MSWA
528
Marshall & Sterling Wealth Advisors
New York
$146K
MG
529
Mather Group
Illinois
$146K
WAS
530
Winch Advisory Services
Wisconsin
$117K
CFFP
531
Center for Financial Planning
Michigan
$108K
MSFP
532
Mark Sheptoff Financial Planning
Connecticut
$106K
GTAM
533
Global Trust Asset Management
Florida
$102K
VWWMG
534
Vermillion & White Wealth Management Group
Pennsylvania
$101K
UB
535
UMB Bank
Missouri
$90.4K
BCWM
536
Bartlett & Co Wealth Management
Ohio
$82.8K
CI
537
CX Institutional
Indiana
$77K
BF
538
BOK Financial
Oklahoma
$72.5K
Simplex Trading
539
Simplex Trading
Illinois
$69K
AIC
540
Archer Investment Corporation
Indiana
$67.3K
WANY
541
Wealthspire Advisors (New York)
New York
$67.3K
AI
542
Arvest Investments
Arkansas
$65.1K
Fifth Third Bancorp
543
Fifth Third Bancorp
Ohio
$63.5K
TCOV
544
Trust Company of Vermont
Vermont
$56.6K
CTC
545
Central Trust Company
Missouri
$51.7K
BTI
546
Blue Trust Inc
Georgia
$50.9K
BDS
547
Banco de Sabadell
Florida
$50K
HNB
548
Huntington National Bank
Ohio
$49K
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$48.3K
S
550
SignatureFD
Georgia
$46.8K