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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
101
Fourpath Capital Management
Oklahoma
$10.7M
SMC
102
Smith, Moore & Co
Missouri
$10.4M
EH
103
Equitable Holdings
New York
$10.1M
SPC
104
Sigma Planning Corp
Michigan
$9.68M
SNWA
105
Siligmueller & Norvid Wealth Advisors
Illinois
$9.63M
AL
106
ACAS LLC
California
$9.55M
KAS
107
KPP Advisory Services
Kentucky
$9.52M
HTWM
108
Hartmann Taylor Wealth Management
Texas
$9.48M
FSA
109
Financial Services Advisory
Maryland
$9.37M
GVAG
110
Great Valley Advisor Group
Delaware
$9.29M
CWA
111
Clearview Wealth Advisors
Oregon
$9.27M
CWA
112
Core Wealth Advisors
Florida
$8.95M
SPIA
113
Steward Partners Investment Advisory
New York
$8.67M
RWP
114
Ridgeline Wealth Planning
Ohio
$8.56M
FHC
115
First Heartland Consultants
Missouri
$8.56M
KFS
116
Kaizen Financial Strategies
California
$8.36M
NFG
117
Nations Financial Group
Iowa
$8.33M
MFG
118
Merit Financial Group
Georgia
$8.12M
TWP
119
Tempus Wealth Planning
California
$8.04M
PS
120
Principal Securities
Iowa
$8.02M
BWG
121
Beta Wealth Group
California
$8.01M
Marshall Wace
122
Marshall Wace
United Kingdom
$7.84M
EFS
123
Essex Financial Services
Connecticut
$7.83M
SG
124
StoneX Group
New York
$7.8M
VWA
125
Visionary Wealth Advisors
Illinois
$7.76M