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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$38.7M
PNC
52
Park National Corp
Ohio
$38.1M
CA
53
Continuum Advisory
Idaho
$37.6M
BEI
54
Benjamin Edwards Inc
Missouri
$37M
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$35.7M
NA
56
NewEdge Advisors
Louisiana
$35.5M
EH
57
Equitable Holdings
New York
$34.3M
GWM
58
Geneos Wealth Management
Colorado
$34.2M
PA
59
Procyon Advisors
Connecticut
$32.6M
AFA
60
AA Financial Advisors
Ohio
$30.4M
SB
61
Strategic Blueprint
Georgia
$29.8M
AssetMark Inc
62
AssetMark Inc
California
$29.6M
CIA
63
Concurrent Investment Advisors
Florida
$29.2M
GRP
64
Global Retirement Partners
California
$28.7M
AWM
65
Avaii Wealth Management
Wisconsin
$28.2M
MHB
66
Midwest Heritage Bank
Iowa
$27.1M
AWM
67
Axxcess Wealth Management
California
$27M
KPWS
68
Kestra Private Wealth Services
Texas
$26.8M
HI
69
Harbour Investments
Wisconsin
$26.8M
CFD
70
Creative Financial Designs
Indiana
$26.7M
RHP
71
Royal Harbor Partners
Texas
$26.5M
BCI
72
Brinker Capital Investments
Pennsylvania
$26.1M
FSA
73
Financial Services Advisory
Maryland
$25.9M
MWM
74
Modern Wealth Management
Kansas
$25.5M
EA
75
Ergawealth Advisors
Illinois
$24.3M