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Capital Group Dividend Value ETF

532 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, 319 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
319
Reduced
100
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RA
101
Ruggaard & Associates
Ohio
$14.7M 371,570 -26,180 -7%
FCM
102
Fourpath Capital Management
Oklahoma
$14.4M 365,335 +66,162 +22%
OBWG
103
Onyx Bridge Wealth Group
New York
$13.9M 351,837 +226,012 +180%
GWA
104
Gutierrez Wealth Advisory
Arkansas
$13.5M 342,952 -24,627 -7%
KCP
105
Kera Capital Partners
California
$13.5M 340,960 +465 +0.1%
SNWA
106
Siligmueller & Norvid Wealth Advisors
Illinois
$13.2M 325,059 +56,443 +21%
TFS
107
Thoroughbred Financial Services
Tennessee
$12.7M 321,347 +174,074 +118%
CW
108
Code Waechter
Florida
$12.6M 319,425 +152,651 +92%
PA
109
PFG Advisors
Arizona
$12.1M 307,246 +172,542 +128%
SA
110
Sovran Advisors
California
$12M 299,430 +97,356 +48%
GLA
111
Good Life Advisors
Pennsylvania
$11.9M 302,592 -29,031 -9%
FHC
112
First Heartland Consultants
Missouri
$11.8M 299,302 +59,165 +25%
OIA
113
OneDigital Investment Advisors
Kansas
$11.8M 299,229 -3,173 -1%
MFG
114
Merit Financial Group
Georgia
$11.8M 298,904 +71,143 +31%
MMH
115
Menora Mivtachim Holdings
Israel
$11.8M 298,484 +103,493 +53%
AL
116
ACAS LLC
California
$11.7M 285,215 +13,666 +5%
SFC
117
Swisher Financial Concepts
Ohio
$11.6M 292,642 -14,946 -5%
SMC
118
Smith, Moore & Co
Missouri
$11.4M 287,535 -3,265 -1%
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
$11.4M 287,498 -290,961 -50%
CAM
120
Cresset Asset Management
Illinois
$11.1M 281,682 +147,848 +110%
FAIM
121
Financial Advocates Investment Management
Washington
$10.9M 276,899 -28,720 -9%
KAS
122
KPP Advisory Services
Kentucky
$10.8M 273,091 +5,935 +2%
PS
123
Principal Securities
Iowa
$10.8M 272,431 +45,083 +20%
BIP
124
Bouvel Investment Partners
Pennsylvania
$10.7M 269,954 +269,954 New
CWA
125
Core Wealth Advisors
Florida
$10.6M 269,121 +17,996 +7%