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Capital Group Dividend Value ETF

305 hedge funds and large institutions have $5.14B invested in Capital Group Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.42%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.49%
New
54
Increased
194
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
51
AssetMark Inc
California
$17.4M -$771K -23,718 -4%
P
52
&Partners
Tennessee
$17.3M +$3.83M +118,026 +28%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$16.9M +$266K +8,176 +2%
FSA
54
Financial Services Advisory
Maryland
$16.1M +$526K +16,172 +3%
EA
55
Ergawealth Advisors
Illinois
$16.1M -$204K -6,290 -1%
AT
56
Arden Trust
Delaware
$14.8M +$158K +4,871 +1%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$13.3M +$1.82M +56,127 +16%
MHB
58
Midwest Heritage Bank
Iowa
$13M +$8.49M +261,274 +190%
PFS
59
Prospera Financial Services
Texas
$12.9M +$1.5M +46,286 +13%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$12.8M +$767K +23,596 +6%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$12.7M +$898K +27,627 +8%
H
62
HoyleCohen
California
$12.7M +$1.08M +33,091 +9%
RA
63
Ruggaard & Associates
Ohio
$12.5M +$2.36M +72,635 +23%
SB
64
Strategic Blueprint
Georgia
$11.1M +$959K +29,498 +9%
MLRA
65
Main Line Retirement Advisors
Montana
$10.9M +$546K +16,801 +5%
AAS
66
Avantax Advisory Services
Texas
$10.8M +$4.88M +150,173 +82%
Jane Street
67
Jane Street
New York
$10.2M -$2.38M -73,378 -19%
CFD
68
Creative Financial Designs
Indiana
$9.99M +$4.6M +141,641 +85%
SFC
69
Swisher Financial Concepts
Ohio
$9.8M +$692K +21,555 +8%
FWS
70
FinDec Wealth Services
California
$9.72M +$57.5K +1,768 +0.6%
SPC
71
Sigma Planning Corp
Michigan
$9.5M +$5.04M +155,013 +113%
SOS
72
Silver Oak Securities
Tennessee
$9.49M +$1.4M +43,202 +17%
GLA
73
Good Life Advisors
Pennsylvania
$9.34M +$678K +20,862 +8%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$9.19M +$699K +21,496 +8%
BWL
75
Bogart Wealth LLC
Virginia
$9.07M +$6.42M +197,595 +243%