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Capital Group Dividend Value ETF

183 hedge funds and large institutions have $1.66B invested in Capital Group Dividend Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
2.89%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
35
Increased
103
Reduced
26
Closed
8
Calls
Puts
$1.21M
Net Calls
-$1.21M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
126
Good Life Advisors
Pennsylvania
$454K +$214K +7,904 +89%
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$441K +$441K +16,324 New
Creative Planning
128
Creative Planning
Kansas
$424K +$67K +2,478 +19%
SPIA
129
Steward Partners Investment Advisory
New York
$411K +$248K +9,167 +152%
LC
130
Lincoln Capital
Nebraska
$404K +$63.6K +2,352 +19%
SWMG
131
Signature Wealth Management Group
Georgia
$403K -$189 -7 -0%
NWMG
132
National Wealth Management Group
Ohio
$395K +$395K +14,310 New
AL
133
ACAS LLC
California
$392K +$392K +14,496 New
AAS
134
Avantax Advisory Services
Texas
$381K -$175K -6,468 -31%
TCWM
135
Total Clarity Wealth Management
Illinois
$371K +$112K +4,126 +43%
CA
136
Continuum Advisory
Idaho
$371K +$371K +13,703 New
CFA
137
CWS Financial Advisors
Michigan
$364K -$4.46K -165 -1%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$362K +$362K +13,398 New
CHJWM
139
Carlton Hofferkamp & Jenks Wealth Management
Texas
$357K +$16.9K +609 +5%
BTWM
140
Baker Tilly Wealth Management
Wisconsin
$352K +$12.8K +475 +4%
MSAM
141
Moloney Securities Asset Management
Missouri
$351K
CWP
142
Core Wealth Partners
California
$336K +$54.9K +2,032 +20%
William Blair & Company
143
William Blair & Company
Illinois
$328K
CFD
144
Creative Financial Designs
Indiana
$324K +$186K +6,893 +135%
ME
145
McIlrath & Eck
Washington
$318K
MWM
146
Meridian Wealth Management
Kentucky
$312K
CIC
147
Carnegie Investment Counsel
Ohio
$308K +$10.2K +377 +3%
NFG
148
Nations Financial Group
Iowa
$301K +$301K +11,120 New
AF
149
Allworth Financial
California
$295K +$9.46K +350 +3%
LA
150
Latitude Advisors
Florida
$291K