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Capital Group Dividend Value ETF

537 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, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
CWA
126
Core Wealth Advisors
Florida
$10.6M
CWA
127
Clearview Wealth Advisors
Oregon
$10.5M
HTWM
128
Hartmann Taylor Wealth Management
Texas
$10.3M
VWA
129
Visionary Wealth Advisors
Illinois
$10.2M
RWP
130
Ridgeline Wealth Planning
Ohio
$10.1M
CL
131
CLG LLC
California
$10.1M
FL
132
FreeGulliver LLC
Louisiana
$10M
TWP
133
Tempus Wealth Planning
California
$10M
AAS
134
Ameritas Advisory Services
Nebraska
$10M
WIA
135
World Investment Advisors
California
$9.92M
KFS
136
Kaizen Financial Strategies
California
$9.77M
NFG
137
Nations Financial Group
Iowa
$9.64M
SPC
138
Sigma Planning Corp
Michigan
$9.49M
GFG
139
Greenbush Financial Group
New York
$9.34M
Citadel Advisors
140
Citadel Advisors
Florida
$9.29M
MWM
141
Mission Wealth Management
California
$9.08M
MFG
142
Magnus Financial Group
New York
$9.06M
Renaissance Technologies
143
Renaissance Technologies
New York
$9M
BWG
144
Beta Wealth Group
California
$8.9M
EFS
145
Essex Financial Services
Connecticut
$8.82M
IWM
146
IMG Wealth Management
Florida
$8.79M
AF
147
Advisornet Financial
Minnesota
$8.67M
B
148
BetterWealth
California
$8.66M
STA
149
Smith Thornton Advisors
Alabama
$8.64M
SEIA
150
Signature Estate & Investment Advisors
California
$8.62M