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Capital Group Dividend Value ETF

159 hedge funds and large institutions have $1.11B invested in Capital Group Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+25
Holders Change %
+18.66%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
39
Increased
90
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
76
Wedbush Securities
California
$1.11M -$213K -8,523 -16%
PWA
77
Pillar Wealth Advisors
Pennsylvania
$1.1M +$55.1K +2,209 +5%
CP
78
Capital Planning
Washington
$1.1M +$195K +7,784 +21%
SWM
79
Silverlake Wealth Management
Vermont
$1.1M +$56K +2,245 +5%
BFA
80
Bill Few Associates
Pennsylvania
$1.09M +$194K +7,784 +22%
AF
81
Affiance Financial
Minnesota
$1.07M +$1.03M +41,163 +2,166%
MA
82
Mutual Advisors
Nebraska
$1.03M -$26.8K -1,073 -3%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$957K -$9.98K -400 -1%
GFG
84
Goldstone Financial Group
Illinois
$937K +$937K +37,564 New
RIL
85
Rothschild Investment LLC
Illinois
$866K +$473K +18,979 +121%
CAS
86
Coppell Advisory Solutions
Texas
$865K +$865K +35,016 New
CASC
87
Coppell Advisory Solutions Corp
Texas
$865K +$865K +35,016 New
Cerity Partners
88
Cerity Partners
New York
$821K +$15.8K +635 +2%
LF
89
Lantz Financial
Illinois
$816K +$207K +8,301 +34%
BPFA
90
Barnes Pettey Financial Advisors
Mississippi
$802K +$44.2K +1,771 +6%
WIP
91
WealthCare Investment Partners
Rhode Island
$786K +$786K +31,525 New
CA
92
CapWealth Advisors
Tennessee
$753K -$44K -1,765 -6%
FHC
93
First Heartland Consultants
Missouri
$721K
Truist Financial
94
Truist Financial
North Carolina
$691K +$691K +27,718 New
IWC
95
Integrated Wealth Concepts
Massachusetts
$673K +$673K +26,976 New
NL
96
NWAM LLC
Washington
$672K +$9.45K +379 +1%
AAS
97
Ameritas Advisory Services
Nebraska
$659K +$259K +10,135 +65%
RJT
98
Raymond James Trust
Florida
$651K +$258K +10,351 +66%
FFS
99
Founders Financial Securities
Maryland
$648K +$267K +10,700 +70%
IA
100
IFP Advisors
Florida
$641K +$289K +11,739 +82%