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Capital Group Dividend Value ETF

134 hedge funds and large institutions have $917M invested in Capital Group Dividend Value ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
134
Holders Change
+41
Holders Change %
+44.09%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
44
Increased
75
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
76
Litman Gregory Wealth Management
California
$729K
OC
77
Oppenheimer & Co
New York
$728K +$728K +30,847 New
BPFA
78
Barnes Pettey Financial Advisors
Mississippi
$716K +$716K +30,373 New
FHC
79
First Heartland Consultants
Missouri
$682K
AAS
80
Avantax Advisory Services
Texas
$661K +$189K +8,013 +40%
NL
81
NWAM LLC
Washington
$627K +$219K +9,283 +54%
LWM
82
Lodestone Wealth Management
Washington
$586K +$586K +24,839 New
PFS
83
Prospera Financial Services
Texas
$582K +$582K +24,663 New
LF
84
Lantz Financial
Illinois
$576K +$576K +24,411 New
SG
85
Stonnington Group
California
$473K +$473K +19,520 New
PA
86
Procyon Advisors
Connecticut
$439K +$439K +18,603 New
AWS
87
Atria Wealth Solutions
New York
$432K +$53.4K +2,265 +14%
PA
88
PFG Advisors
Arizona
$417K +$36.2K +1,534 +10%
RJT
89
Raymond James Trust
Florida
$372K +$372K +15,769 New
RIL
90
Rothschild Investment LLC
Illinois
$371K +$371K +15,740 New
FC
91
Financial Council
Maryland
$370K +$370K +15,697 New
AAS
92
Ameritas Advisory Services
Nebraska
$369K +$369K +15,660 New
FFS
93
Founders Financial Securities
Maryland
$360K +$6.63K +281 +2%
IA
94
IFP Advisors
Florida
$360K +$119K +4,739 +50%
SWMG
95
Signature Wealth Management Group
Georgia
$360K +$72.7K +3,081 +25%
EWA
96
EverSource Wealth Advisors
Alabama
$328K +$156K +6,631 +91%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$320K -$112K -4,742 -26%
AG
98
Ascent Group
Virginia
$308K
MSAM
99
Moloney Securities Asset Management
Missouri
$305K +$305K +12,938 New
Bank of New York Mellon
100
Bank of New York Mellon
New York
$299K +$299K +12,659 New