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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$34.1M
GKWIM
52
Gerber Kawasaki Wealth & Investment Management
California
$34M
PNC
53
Park National Corp
Ohio
$34M
BEI
54
Benjamin Edwards Inc
Missouri
$32.1M
AssetMark Inc
55
AssetMark Inc
California
$31.5M
NA
56
NewEdge Advisors
Louisiana
$30.8M
WWM
57
Western Wealth Management
Colorado
$29.9M
BCI
58
Brinker Capital Investments
Pennsylvania
$29.6M
AAS
59
Avantax Advisory Services
Texas
$29.5M
PA
60
Procyon Advisors
Connecticut
$29.1M
AFA
61
AA Financial Advisors
Ohio
$27.1M
GRP
62
Global Retirement Partners
California
$26.4M
AWM
63
Avaii Wealth Management
Wisconsin
$25.4M
MHB
64
Midwest Heritage Bank
Iowa
$25.3M
CIA
65
Concurrent Investment Advisors
Florida
$25.1M
CFD
66
Creative Financial Designs
Indiana
$24.9M
RHP
67
Royal Harbor Partners
Texas
$24.8M
AWM
68
Axxcess Wealth Management
California
$24.3M
MWM
69
Modern Wealth Management
Kansas
$24.2M
FSA
70
Financial Services Advisory
Maryland
$23.4M
CSP
71
Cary Street Partners
Virginia
$23.1M
EA
72
Ergawealth Advisors
Illinois
$22.4M
GWM
73
Geneos Wealth Management
Colorado
$22.3M
HI
74
Harbour Investments
Wisconsin
$22.1M
SB
75
Strategic Blueprint
Georgia
$21.7M