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Capital Group Dividend Value ETF

537 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$21M
CA
77
Capital Advantage
California
$20.5M
MLRA
78
Main Line Retirement Advisors
Montana
$19.8M
KPWS
79
Kestra Private Wealth Services
Texas
$19.8M
SOS
80
Silver Oak Securities
Tennessee
$19.3M
CWM
81
Challenger Wealth Management
California
$19.1M
William Blair & Company
82
William Blair & Company
Illinois
$19M
IA
83
IAM Advisory
Pennsylvania
$18.9M
WWM
84
WJ Wealth Management
Arizona
$18.8M
WTFG
85
Wood Tarver Financial Group
Idaho
$17.7M
MIAS
86
Mason Investment Advisory Services
Virginia
$17.5M
CWM
87
Congress Wealth Management
Massachusetts
$17.3M
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$17.1M
RW
89
Regimen Wealth
Georgia
$16.9M
VA
90
VestGen Advisors
Illinois
$16.6M
IA
91
IFP Advisors
Florida
$16.4M
FFS
92
Forge Financial Services
Oklahoma
$16.1M
GVAG
93
Great Valley Advisor Group
Delaware
$15.8M
EW
94
Entruity Wealth
California
$15.7M
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$15.6M
BFA
96
Beacon Financial Advisory
Ohio
$15.5M
DJSG
97
D.J. St. Germain
Massachusetts
$15.1M
DIM
98
Delta Investment Management
California
$15.1M
SMWM
99
Silvia McColl Wealth Management
California
$15M
FPL
100
Fortress Private Ledger
North Carolina
$14.7M