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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
EH
76
Equitable Holdings
New York
$21.5M
OMC
77
Old Mission Capital
Illinois
$21M
CA
78
Capital Advantage
California
$20.5M
MLRA
79
Main Line Retirement Advisors
Montana
$19.8M
KPWS
80
Kestra Private Wealth Services
Texas
$19.8M
SOS
81
Silver Oak Securities
Tennessee
$19.3M
CWM
82
Challenger Wealth Management
California
$19.1M
William Blair & Company
83
William Blair & Company
Illinois
$19M
IA
84
IAM Advisory
Pennsylvania
$18.9M
WWM
85
WJ Wealth Management
Arizona
$18.8M
WTFG
86
Wood Tarver Financial Group
Idaho
$17.7M
MIAS
87
Mason Investment Advisory Services
Virginia
$17.5M
CWM
88
Congress Wealth Management
Massachusetts
$17.3M
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$17.1M
RW
90
Regimen Wealth
Georgia
$16.9M
VA
91
VestGen Advisors
Illinois
$16.6M
IA
92
IFP Advisors
Florida
$16.4M
FFS
93
Forge Financial Services
Oklahoma
$16.1M
GVAG
94
Great Valley Advisor Group
Delaware
$15.8M
EW
95
Entruity Wealth
California
$15.7M
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$15.6M
BFA
97
Beacon Financial Advisory
Ohio
$15.5M
DJSG
98
D.J. St. Germain
Massachusetts
$15.1M
DIM
99
Delta Investment Management
California
$15.1M
SMWM
100
Silvia McColl Wealth Management
California
$15M