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Capital Group Dividend Value ETF

159 hedge funds and large institutions have $1.11B invested in Capital Group Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+25
Holders Change %
+18.66%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
39
Increased
90
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
101
Iams Wealth Management
Nebraska
$631K +$631K +25,545 New
SWM
102
Spire Wealth Management
Virginia
$571K +$450K +18,058 +373%
Renaissance Technologies
103
Renaissance Technologies
New York
$539K +$539K +21,600 New
BPC
104
Banque Pictet & Cie
Switzerland
$535K +$535K +21,469 New
AAS
105
Avantax Advisory Services
Texas
$513K -$186K -7,465 -27%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$511K +$172K +6,900 +51%
Capital International Investors
107
Capital International Investors
California
$499K -$499K -20,000 -50%
TWM
108
Tradition Wealth Management
Minnesota
$494K +$470K +18,863 +1,957%
SG
109
Stonnington Group
California
$493K
EWA
110
EverSource Wealth Advisors
Alabama
$487K +$140K +5,617 +40%
PA
111
Procyon Advisors
Connecticut
$467K +$2.67K +107 +0.6%
PCIA
112
Prime Capital Investment Advisors
Kansas
$461K +$461K +18,500 New
PA
113
PFG Advisors
Arizona
$441K
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$417K +$417K +16,737 New
LWM
115
Lodestone Wealth Management
Washington
$409K -$210K -8,423 -34%
BFA
116
Beacon Financial Advisory
Ohio
$386K +$386K +15,468 New
HGERS
117
Householder Group Estate & Retirement Specialist
Arizona
$374K +$374K +14,982 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$373K +$373K +14,954 New
SWMG
119
Signature Wealth Management Group
Georgia
$372K -$8.08K -324 -2%
CFA
120
CWS Financial Advisors
Michigan
$339K +$339K +13,610 New
Creative Planning
121
Creative Planning
Kansas
$329K +$329K +13,205 New
AG
122
Ascent Group
Virginia
$325K
MSAM
123
Moloney Securities Asset Management
Missouri
$324K +$1.25K +50 +0.4%
LC
124
Lincoln Capital
Nebraska
$314K +$66.2K +2,656 +27%
BTWM
125
Baker Tilly Wealth Management
Wisconsin
$312K