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Capital Group Dividend Value ETF

456 hedge funds and large institutions have $13.9B invested in Capital Group Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 262 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
456
Holders Change
+73
Holders Change %
+19.06%
% of All Funds
6.07%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.71%
New
104
Increased
262
Reduced
58
Closed
25
Calls
$106K
Puts
$24K
Net Calls
+$82K
Net Calls Change
+$301K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
101
Challenger Wealth Management
California
$11.1M +$11.1M +316,150 New
KCP
102
Kera Capital Partners
California
$11.1M +$11.1M +315,489 New
OIA
103
OneDigital Investment Advisors
Kansas
$10.9M +$122K +3,451 +1%
ALA
104
Atlas Legacy Advisors
California
$10.1M +$10.1M +286,769 New
BCWM
105
Ball & Co Wealth Management
Tennessee
$10.1M +$10.1M +286,738 New
SPC
106
Sigma Planning Corp
Michigan
$9.96M -$353K -10,010 -3%
CWA
107
Clearview Wealth Advisors
Oregon
$9.6M +$86.1K +2,442 +0.9%
KAS
108
KPP Advisory Services
Kentucky
$9.35M -$4.16K -118 -0%
AFA
109
AA Financial Advisors
Ohio
$9.18M +$623K +17,663 +7%
AL
110
ACAS LLC
California
$9.13M +$616K +16,698 +7%
QC
111
Quadrature Capital
United Kingdom
$9.02M +$9.02M +255,916 New
SMC
112
Smith, Moore & Co
Missouri
$8.81M +$1.63M +46,162 +23%
SNWA
113
Siligmueller & Norvid Wealth Advisors
Illinois
$8.45M +$8.45M +239,590 New
SPIA
114
Steward Partners Investment Advisory
New York
$8.44M +$956K +27,111 +13%
RWP
115
Ridgeline Wealth Planning
Ohio
$8.21M +$8.21M +232,837 New
PS
116
Principal Securities
Iowa
$8.02M +$1.09M +30,912 +16%
NFG
117
Nations Financial Group
Iowa
$7.87M +$7.04M +199,660 +850%
SFC
118
Swisher Financial Concepts
Ohio
$7.72M -$6.81M -193,172 -47%
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$7.7M +$167K +4,737 +2%
CIAS
120
CFS Investment Advisory Services
New Jersey
$7.69M +$33.1K +940 +0.4%
VWA
121
Visionary Wealth Advisors
Illinois
$7.59M -$652K -18,491 -8%
SEIA
122
Signature Estate & Investment Advisors
California
$7.36M +$473K +13,416 +7%
FAIM
123
Financial Advocates Investment Management
Washington
$7.29M -$252K -7,137 -3%
EH
124
Equitable Holdings
New York
$7.02M +$1.05M +29,667 +18%
IA
125
IAM Advisory
Pennsylvania
$6.93M +$6.93M +196,545 New