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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFG
101
Kropog Financial Group
Louisiana
$14.8M
FPL
102
Fortress Private Ledger
North Carolina
$14.7M
RA
103
Ruggaard & Associates
Ohio
$14.7M
FCM
104
Fourpath Capital Management
Oklahoma
$14.4M
OBWG
105
Onyx Bridge Wealth Group
New York
$13.9M
GWA
106
Gutierrez Wealth Advisory
Arkansas
$13.5M
KCP
107
Kera Capital Partners
California
$13.5M
SNWA
108
Siligmueller & Norvid Wealth Advisors
Illinois
$13.2M
TFS
109
Thoroughbred Financial Services
Tennessee
$12.7M
CW
110
Code Waechter
Florida
$12.6M
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$12.5M
PA
112
PFG Advisors
Arizona
$12.1M
SA
113
Sovran Advisors
California
$12M
GLA
114
Good Life Advisors
Pennsylvania
$11.9M
FHC
115
First Heartland Consultants
Missouri
$11.8M
OIA
116
OneDigital Investment Advisors
Kansas
$11.8M
MFG
117
Merit Financial Group
Georgia
$11.8M
MMH
118
Menora Mivtachim Holdings
Israel
$11.8M
AL
119
ACAS LLC
California
$11.7M
SFC
120
Swisher Financial Concepts
Ohio
$11.6M
SMC
121
Smith, Moore & Co
Missouri
$11.4M
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$11.4M
CAM
123
Cresset Asset Management
Illinois
$11.1M
FAIM
124
Financial Advocates Investment Management
Washington
$10.9M
KAS
125
KPP Advisory Services
Kentucky
$10.8M