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Capital Group Dividend Value ETF

217 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
3.46%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
133
Reduced
23
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
51
Vestmark Advisory Solutions
Massachusetts
$7.89M +$7.89M +298,013 New
DWMG
52
DB Wealth Management Group
California
$7.71M +$2.86M +108,113 +59%
SB
53
Strategic Blueprint
Georgia
$7.55M -$1.24K -47 -0%
FWS
54
FinDec Wealth Services
California
$7.54M +$62.4K +2,356 +0.8%
RA
55
Ruggaard & Associates
Ohio
$7.23M +$7.23M +272,998 New
AWS
56
Atria Wealth Solutions
New York
$7.05M -$178K -6,730 -2%
NA
57
NewEdge Advisors
Louisiana
$6.95M +$994K +37,570 +17%
CII
58
Capital International Inc
California
$6.61M -$7.94M -300,000 -55%
SPC
59
Sigma Planning Corp
Michigan
$6.46M +$146K +5,531 +2%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$6.12M +$6.12M +231,356 New
SIS
61
Strategic Investment Solutions
Illinois
$5.61M +$5.52M +201,810 +6,200%
DADC
62
D.A. Davidson & Co
Montana
$5.26M +$406K +15,336 +8%
DJSG
63
D.J. St. Germain
Massachusetts
$4.77M +$441K +16,668 +10%
MFG
64
Merit Financial Group
Georgia
$4.74M +$323K +12,185 +7%
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$4.63M +$204K +7,718 +5%
SOS
66
Silver Oak Securities
Tennessee
$4.57M +$579K +21,874 +15%
CIAS
67
CFS Investment Advisory Services
New Jersey
$4.19M +$3.98M +150,473 +1,907%
WI
68
Wintrust Investments
Illinois
$4.18M +$272K +10,277 +7%
CL
69
Choreo LLC
Illinois
$3.95M -$48K -1,805 -1%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$3.9M +$3.9M +147,363 +4,912,100%
HI
71
Harbour Investments
Wisconsin
$3.89M +$1.43M +53,949 +58%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$3.55M +$57.2K +2,160 +2%
NEPWA
73
New England Private Wealth Advisors
Massachusetts
$3.24M +$1.3M +49,029 +67%
ASN
74
Advisory Services Network
Georgia
$2.99M -$363K -13,703 -11%
AAS
75
Avantax Advisory Services
Texas
$2.84M +$2.47M +93,160 +661%