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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
101
Entruity Wealth
California
$17.2M
FFS
102
Forge Financial Services
Oklahoma
$17.1M
BFA
103
Beacon Financial Advisory
Ohio
$16.9M
TFS
104
Thoroughbred Financial Services
Tennessee
$16.6M
KCP
105
Kera Capital Partners
California
$16.5M
AWM
106
Apollon Wealth Management
South Carolina
$16M
KFG
107
Kropog Financial Group
Louisiana
$15.9M
DJSG
108
D.J. St. Germain
Massachusetts
$15.9M
FPL
109
Fortress Private Ledger
North Carolina
$15.8M
VVP
110
Venture Visionary Partners
Ohio
$15.8M
RA
111
Ruggaard & Associates
Ohio
$15.7M
DIM
112
Delta Investment Management
California
$15.7M
SA
113
Sovran Advisors
California
$15.6M
GWA
114
Gutierrez Wealth Advisory
Arkansas
$14.5M
KWM
115
Kingsview Wealth Management
Oregon
$14.5M
SMC
116
Smith, Moore & Co
Missouri
$14.3M
PA
117
PFG Advisors
Arizona
$14.2M
FHC
118
First Heartland Consultants
Missouri
$13.4M
VWA
119
Visionary Wealth Advisors
Illinois
$13.3M
MMH
120
Menora Mivtachim Holdings
Israel
$13.1M
OIA
121
OneDigital Investment Advisors
Kansas
$12.3M
KFS
122
Kaizen Financial Strategies
California
$12.3M
HTWM
123
Hartmann Taylor Wealth Management
Texas
$12.1M
CW
124
Code Waechter
Florida
$12M
CAM
125
Cresset Asset Management
Illinois
$12M