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Capital Group Dividend Value ETF

217 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
3.46%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
133
Reduced
23
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
126
KPP Advisory Services
Kentucky
$1.02M +$1.02M +38,446 New
LF
127
Lantz Financial
Illinois
$974K -$6.8K -257 -0.7%
SPIA
128
Steward Partners Investment Advisory
New York
$895K +$492K +18,598 +122%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$880K +$525K +19,838 +148%
BPFA
130
Barnes Pettey Financial Advisors
Mississippi
$871K +$14.7K +557 +2%
BAM
131
Belpointe Asset Management
Nevada
$868K -$11.9K -450 -1%
AFP
132
Ausdal Financial Partners
Iowa
$854K +$854K +32,272 New
Jane Street
133
Jane Street
New York
$850K -$15.1M -570,133 -95%
LGWM
134
Litman Gregory Wealth Management
California
$834K
AL
135
ACAS LLC
California
$830K +$447K +16,874 +116%
WIP
136
WealthCare Investment Partners
Rhode Island
$828K
PAS
137
Park Avenue Securities
New York
$813K +$813K +30,703 New
NL
138
NWAM LLC
Washington
$792K +$78.6K +2,970 +11%
CA
139
CapWealth Advisors
Tennessee
$770K -$2.78K -105 -0.4%
FHC
140
First Heartland Consultants
Missouri
$765K
PA
141
PFG Advisors
Arizona
$761K +$130K +4,911 +21%
CA
142
Continuum Advisory
Idaho
$744K +$382K +14,415 +105%
PFA
143
Professional Financial Advisors
Nebraska
$732K +$79 +3 +0%
LPAM
144
Lodestar Private Asset Management
California
$726K +$726K +27,441 New
SWM
145
Spire Wealth Management
Virginia
$716K +$104K +3,932 +17%
RG
146
Retirement Group
California
$710K +$710K +26,840 New
SFO
147
Stokes Family Office
Louisiana
$677K +$677K +25,573 New
GLA
148
Good Life Advisors
Pennsylvania
$674K +$230K +8,671 +52%
HGERS
149
Householder Group Estate & Retirement Specialist
Arizona
$639K +$639K +24,133 New
NS
150
NBC Securities
Alabama
$632K +$632K +23,901 New