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Capital Group Dividend Value ETF

93 hedge funds and large institutions have $435M invested in Capital Group Dividend Value ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+22
Holders Change %
+30.99%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
28
Increased
52
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
76
Carolinas Wealth Consulting
North Carolina
$240K +$226K +11,033 +1,652%
MWM
77
Meridian Wealth Management
Kentucky
$234K +$234K +11,455 New
BTWM
78
Baker Tilly Wealth Management
Wisconsin
$226K +$226K +11,080 New
HGERS
79
Householder Group Estate & Retirement Specialist
Arizona
$174K +$174K +8,565 New
EWA
80
EverSource Wealth Advisors
Alabama
$149K +$149K +7,287 New
WWP
81
WR Wealth Planners
Missouri
$127K +$90K +4,408 +246%
CF
82
Centaurus Financial
California
$119K
AF
83
Allworth Financial
California
$86K +$7.3K +357 +9%
AF
84
Advisornet Financial
Minnesota
$69K +$69K +3,361 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$51K +$51K +2,500 New
HIA
86
Harbor Investment Advisory
Maryland
$49K +$49K +2,400 New
CFD
87
Creative Financial Designs
Indiana
$41K +$20.5K +1,002 +100%
FP
88
Financial Perspectives
Minnesota
$32.7K -$83.7K -4,099 -72%
LFG
89
Larson Financial Group
Missouri
$21K +$21K +1,035 New
HNWAG
90
High Net Worth Advisory Group
Florida
$10K
SPIA
91
Steward Partners Investment Advisory
New York
$2K +$2K +100 New
FHC
92
First Heartland Consultants
Missouri
$589 +$589 +28,891 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$1.78M -79,636 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$701K -31,402 Closed
AAS
95
Ameritas Advisory Services
Nebraska
-$300K -13,450 Closed
SWM
96
SeaCrest Wealth Management
New York
-$39K -1,746 Closed
TCWM
97
Total Clarity Wealth Management
Illinois
-$22K -1,000 Closed
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
-$11K -475 Closed