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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$10.8M
BIP
127
Bouvel Investment Partners
Pennsylvania
$10.7M
CWA
128
Core Wealth Advisors
Florida
$10.6M
CWA
129
Clearview Wealth Advisors
Oregon
$10.5M
HTWM
130
Hartmann Taylor Wealth Management
Texas
$10.3M
VWA
131
Visionary Wealth Advisors
Illinois
$10.2M
RWP
132
Ridgeline Wealth Planning
Ohio
$10.1M
CL
133
CLG LLC
California
$10.1M
FL
134
FreeGulliver LLC
Louisiana
$10M
TWP
135
Tempus Wealth Planning
California
$10M
AAS
136
Ameritas Advisory Services
Nebraska
$10M
WIA
137
World Investment Advisors
California
$9.92M
KFS
138
Kaizen Financial Strategies
California
$9.77M
NFG
139
Nations Financial Group
Iowa
$9.64M
SPC
140
Sigma Planning Corp
Michigan
$9.49M
GFG
141
Greenbush Financial Group
New York
$9.34M
Citadel Advisors
142
Citadel Advisors
Florida
$9.29M
MWM
143
Mission Wealth Management
California
$9.08M
MFG
144
Magnus Financial Group
New York
$9.06M
Renaissance Technologies
145
Renaissance Technologies
New York
$9M
BWG
146
Beta Wealth Group
California
$8.9M
EFS
147
Essex Financial Services
Connecticut
$8.82M
IWM
148
IMG Wealth Management
Florida
$8.79M
AF
149
Advisornet Financial
Minnesota
$8.67M
B
150
BetterWealth
California
$8.66M