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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
CWA
126
Clearview Wealth Advisors
Oregon
$11.6M
SG
127
StoneX Group
New York
$11.4M
NFG
128
Nations Financial Group
Iowa
$11.2M
SFC
129
Swisher Financial Concepts
Ohio
$11M
BIP
130
Bouvel Investment Partners
Pennsylvania
$11M
RWP
131
Ridgeline Wealth Planning
Ohio
$11M
GFG
132
Greenbush Financial Group
New York
$10.6M
TWP
133
Tempus Wealth Planning
California
$10.6M
M1FG
134
Mach-1 Financial Group
Arkansas
$10.5M
IAS
135
Integrity Advisory Solutions
Texas
$10.5M
KAS
136
KPP Advisory Services
Kentucky
$10.5M
IWM
137
IMG Wealth Management
Florida
$10.4M
DC
138
Davenport & Co
Virginia
$10.4M
AF
139
Advisornet Financial
Minnesota
$10.2M
PS
140
Principal Securities
Iowa
$10.1M
MWM
141
Mission Wealth Management
California
$10.1M
WS
142
Wedbush Securities
California
$10.1M
EFS
143
Essex Financial Services
Connecticut
$9.95M
MFG
144
Magnus Financial Group
New York
$9.9M
SEIA
145
Signature Estate & Investment Advisors
California
$9.78M
PSCM
146
Per Stirling Capital Management
Texas
$9.74M
MA
147
Mutual Advisors
Nebraska
$9.68M
SPC
148
Sigma Planning Corp
Michigan
$9.52M
STA
149
Smith Thornton Advisors
Alabama
$9.51M
B
150
BetterWealth
California
$9.38M