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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
101
Thoroughbred Financial Services
Tennessee
$16.6M
KCP
102
Kera Capital Partners
California
$16.5M
AWM
103
Apollon Wealth Management
South Carolina
$16M
KFG
104
Kropog Financial Group
Louisiana
$15.9M
DJSG
105
D.J. St. Germain
Massachusetts
$15.9M
FPL
106
Fortress Private Ledger
North Carolina
$15.8M
VVP
107
Venture Visionary Partners
Ohio
$15.8M
RA
108
Ruggaard & Associates
Ohio
$15.7M
DIM
109
Delta Investment Management
California
$15.7M
SA
110
Sovran Advisors
California
$15.6M
GWA
111
Gutierrez Wealth Advisory
Arkansas
$14.5M
KWM
112
Kingsview Wealth Management
Oregon
$14.5M
SMC
113
Smith, Moore & Co
Missouri
$14.3M
PA
114
PFG Advisors
Arizona
$14.2M
FHC
115
First Heartland Consultants
Missouri
$13.4M
VWA
116
Visionary Wealth Advisors
Illinois
$13.3M
MMH
117
Menora Mivtachim Holdings
Israel
$13.1M
OIA
118
OneDigital Investment Advisors
Kansas
$12.3M
KFS
119
Kaizen Financial Strategies
California
$12.3M
HTWM
120
Hartmann Taylor Wealth Management
Texas
$12.1M
CW
121
Code Waechter
Florida
$12M
CAM
122
Cresset Asset Management
Illinois
$12M
KW
123
KWB Wealth
California
$11.9M
JP Morgan Chase
124
JP Morgan Chase
New York
$11.9M
WIA
125
World Investment Advisors
California
$11.8M