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Capital Group Dividend Value ETF

532 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 319 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
319
Reduced
100
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWA
126
Clearview Wealth Advisors
Oregon
$10.5M 266,355 +6,127 +2%
HTWM
127
Hartmann Taylor Wealth Management
Texas
$10.3M 260,771 -5,248 -2%
VWA
128
Visionary Wealth Advisors
Illinois
$10.2M 258,222 +40,363 +19%
RWP
129
Ridgeline Wealth Planning
Ohio
$10.1M 256,792 +16,543 +7%
CL
130
CLG LLC
California
$10.1M 256,744 +169,163 +193%
FL
131
FreeGulliver LLC
Louisiana
$10M 254,317 +254,317 New
TWP
132
Tempus Wealth Planning
California
$10M 253,873 +28,186 +12%
AAS
133
Ameritas Advisory Services
Nebraska
$10M 253,286 -93,022 -27%
WIA
134
World Investment Advisors
California
$9.92M 251,185 +98,536 +65%
KFS
135
Kaizen Financial Strategies
California
$9.77M 247,459 +12,773 +5%
NFG
136
Nations Financial Group
Iowa
$9.64M 244,142 +10,536 +5%
SPC
137
Sigma Planning Corp
Michigan
$9.49M 240,152 -31,322 -12%
GFG
138
Greenbush Financial Group
New York
$9.34M 236,410 +33,190 +16%
Citadel Advisors
139
Citadel Advisors
Florida
$9.29M 235,225 +232,737 +9,354%
MWM
140
Mission Wealth Management
California
$9.08M 229,848 +22,431 +11%
MFG
141
Magnus Financial Group
New York
$9.06M 229,373 +118,169 +106%
Renaissance Technologies
142
Renaissance Technologies
New York
$9M 228,000 +228,000 New
BWG
143
Beta Wealth Group
California
$8.9M 225,272 +586 +0.3%
EFS
144
Essex Financial Services
Connecticut
$8.82M 223,224 +3,401 +2%
IWM
145
IMG Wealth Management
Florida
$8.79M 222,549 +16,557 +8%
AF
146
Advisornet Financial
Minnesota
$8.67M 219,475 +13,380 +6%
B
147
BetterWealth
California
$8.66M 219,370 +15,609 +8%
STA
148
Smith Thornton Advisors
Alabama
$8.64M 218,694 +15,344 +8%
SEIA
149
Signature Estate & Investment Advisors
California
$8.62M 218,252 +7,658 +4%
CIAS
150
CFS Investment Advisory Services
New Jersey
$8.36M 211,779 +5,396 +3%