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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
FIA
551
FNY Investment Advisers
New York
$37K
TC
552
Trust Company
Kansas
$34.6K
HFS
553
Hughes Financial Services
Virginia
$33.5K
WTA
554
Washington Trust Advisors
Massachusetts
$31.4K
FGAM
555
Financial Gravity Asset Management
Texas
$31.1K
FCG
556
Financial Connections Group
California
$29K
NMG
557
New Millennium Group
Utah
$23.9K
ITIM
558
Indiana Trust & Investment Management
Indiana
$23.5K
TWM
559
Tripletail Wealth Management
Florida
$23.2K
RF
560
Rossby Financial
Florida
$21.7K
GSWM
561
Golden State Wealth Management
California
$21.1K
HHGA
562
Halbert Hargrove Global Advisors
California
$20.7K
CA
563
CoreCap Advisors
Michigan
$18.4K
JFG
564
JDM Financial Group
Texas
$17.8K
CA
565
Clearstead Advisors
Ohio
$17.7K
CWP
566
Concord Wealth Partners
Virginia
$16.7K
YDMI
567
Y.D. More Investments
Israel
$16.1K
FCAS
568
First Command Advisory Services
Texas
$15.1K
BTD
569
BankPlus Trust Department
Mississippi
$12.6K
HDIM
570
Hanson & Doremus Investment Management
Vermont
$10K
PB
571
Pinnacle Bancorp
Nebraska
$9.33K
MSG
572
Main Street Group
Virginia
$5.97K
MAS
573
MPWM Advisory Solutions
Georgia
$5.39K
RBC
574
Roble Belko & Company
Pennsylvania
$5K
CPBTD
575
Central Pacific Bank - Trust Division
Hawaii
$4.41K