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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
CSP
76
Cary Street Partners
Virginia
$24.3M
SOS
77
Silver Oak Securities
Tennessee
$23.5M
CA
78
Capital Advantage
California
$22.2M
William Blair & Company
79
William Blair & Company
Illinois
$21.9M
VAS
80
Vestmark Advisory Solutions
Massachusetts
$21.7M
CWA
81
Core Wealth Advisors
Florida
$21.7M
MLRA
82
Main Line Retirement Advisors
Montana
$21.7M
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$20.7M
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$20.4M
IA
85
IAM Advisory
Pennsylvania
$20.3M
CWM
86
Challenger Wealth Management
California
$20.1M
MIAS
87
Mason Investment Advisory Services
Virginia
$20M
FCM
88
Fourpath Capital Management
Oklahoma
$19.9M
GVAG
89
Great Valley Advisor Group
Delaware
$19.7M
WTFG
90
Wood Tarver Financial Group
Idaho
$19.3M
OBWG
91
Onyx Bridge Wealth Group
New York
$18.9M
AA
92
ACT Advisors
North Carolina
$18.7M
VA
93
VestGen Advisors
Illinois
$18.6M
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$18.1M
RW
95
Regimen Wealth
Georgia
$17.7M
SMWM
96
Silvia McColl Wealth Management
California
$17.7M
WWM
97
WJ Wealth Management
Arizona
$17.2M
EW
98
Entruity Wealth
California
$17.2M
FFS
99
Forge Financial Services
Oklahoma
$17.1M
BFA
100
Beacon Financial Advisory
Ohio
$16.9M