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Capital Group Dividend Value ETF

346 hedge funds and large institutions have $6.29B invested in Capital Group Dividend Value ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 217 increasing their positions, 39 reducing their positions, and 19 closing their positions.

Holders
346
Holders Change
+41
Holders Change %
+13.44%
% of All Funds
5.03%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.45%
New
64
Increased
217
Reduced
39
Closed
19
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$10.3M 312,927 +30,296 +11%
SFC
77
Swisher Financial Concepts
Ohio
$10.3M 309,924 +4,942 +2%
CIA
78
Concurrent Investment Advisors
Florida
$9.77M 296,096 +80,464 +37%
GLA
79
Good Life Advisors
Pennsylvania
$9.76M 295,787 +8,258 +3%
WS
80
Wedbush Securities
California
$9.49M 287,659 +62,462 +28%
HI
81
Harbour Investments
Wisconsin
$9.25M 280,331 +39,789 +17%
KPWS
82
Kestra Private Wealth Services
Texas
$8.46M 256,423 +7,340 +3%
CIAS
83
CFS Investment Advisory Services
New Jersey
$8.43M 255,306 +28,377 +13%
AAS
84
Ameritas Advisory Services
Nebraska
$8.32M 252,110 +72,328 +40%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$8.12M 245,953 +29,356 +14%
DJSG
86
D.J. St. Germain
Massachusetts
$8.06M 244,333 +34,672 +17%
Mariner
87
Mariner
Kansas
$8.05M 243,875 +114,190 +88%
DADC
88
D.A. Davidson & Co
Montana
$8.02M 243,053 +23,905 +11%
CWA
89
Clearview Wealth Advisors
Oregon
$7.8M 236,290 +236,290 New
VWA
90
Visionary Wealth Advisors
Illinois
$7.72M 233,799 +22,263 +11%
AL
91
ACAS LLC
California
$7.64M 218,093 +44,981 +26%
AFA
92
AA Financial Advisors
Ohio
$7.48M 226,738 +17,214 +8%
WWP
93
WR Wealth Planners
Missouri
$7.24M 219,444 +1,935 +0.9%
Jane Street
94
Jane Street
New York
$6.99M 211,706 -101,709 -32%
FAIM
95
Financial Advocates Investment Management
Washington
$6.9M 209,027 +2,979 +1%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$6.44M 195,214 +11,744 +6%
EFS
97
Essex Financial Services
Connecticut
$6.44M 190,216 +64,739 +52%
SMC
98
Smith, Moore & Co
Missouri
$6.15M 186,327 +36,783 +25%
HighTower Advisors
99
HighTower Advisors
Illinois
$6.09M 184,516 +65,977 +56%
WI
100
Wintrust Investments
Illinois
$5.66M 171,404 +7,246 +4%