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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
126
Ball & Co Wealth Management
Tennessee
$7.7M
RA
127
RFG Advisory
Alabama
$7.54M
SEIA
128
Signature Estate & Investment Advisors
California
$7.51M
MWM
129
Mission Wealth Management
California
$7.39M
CIAS
130
CFS Investment Advisory Services
New Jersey
$7.36M
AF
131
Advisornet Financial
Minnesota
$7.35M
IWM
132
IMG Wealth Management
Florida
$7.34M
B
133
BetterWealth
California
$7.26M
STA
134
Smith Thornton Advisors
Alabama
$7.25M
GFG
135
Greenbush Financial Group
New York
$7.24M
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$7.19M
IA
137
IAM Advisory
Pennsylvania
$7.1M
FA
138
Fermata Advisors
California
$6.99M
MMH
139
Menora Mivtachim Holdings
Israel
$6.95M
DFG
140
Delta Financial Group
New Jersey
$6.86M
SA
141
Sovran Advisors
California
$6.77M
DAS
142
Dynamic Advisor Solutions
Arizona
$6.62M
USCWA
143
U.S. Capital Wealth Advisors
Texas
$6.35M
GS
144
GTS Securities
New York
$6.33M
SFG
145
Seamount Financial Group
Colorado
$6.3M
MA
146
Mutual Advisors
Nebraska
$6.15M
CW
147
Code Waechter
Florida
$5.94M
FFS
148
Founders Financial Securities
Maryland
$5.93M
OW
149
Olistico Wealth
Oklahoma
$5.85M
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$5.73M