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Capital Group Dividend Value ETF

535 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, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
126
Core Wealth Advisors
Florida
$10.6M +$711K +17,996 +7%
CWA
127
Clearview Wealth Advisors
Oregon
$10.5M +$242K +6,127 +2%
HTWM
128
Hartmann Taylor Wealth Management
Texas
$10.3M -$207K -5,248 -2%
VWA
129
Visionary Wealth Advisors
Illinois
$10.2M +$1.59M +40,363 +19%
RWP
130
Ridgeline Wealth Planning
Ohio
$10.1M +$653K +16,543 +7%
CL
131
CLG LLC
California
$10.1M +$6.68M +169,163 +193%
FL
132
FreeGulliver LLC
Louisiana
$10M +$10M +254,317 New
TWP
133
Tempus Wealth Planning
California
$10M +$1.11M +28,186 +12%
AAS
134
Ameritas Advisory Services
Nebraska
$10M -$3.67M -93,022 -27%
WIA
135
World Investment Advisors
California
$9.92M +$3.89M +98,536 +65%
KFS
136
Kaizen Financial Strategies
California
$9.77M +$504K +12,773 +5%
NFG
137
Nations Financial Group
Iowa
$9.64M +$416K +10,536 +5%
SPC
138
Sigma Planning Corp
Michigan
$9.49M -$1.24M -31,322 -12%
GFG
139
Greenbush Financial Group
New York
$9.34M +$1.31M +33,190 +16%
Citadel Advisors
140
Citadel Advisors
Florida
$9.29M +$9.19M +232,737 +9,354%
MWM
141
Mission Wealth Management
California
$9.08M +$886K +22,431 +11%
MFG
142
Magnus Financial Group
New York
$9.06M +$4.67M +118,169 +106%
Renaissance Technologies
143
Renaissance Technologies
New York
$9M +$9M +228,000 New
BWG
144
Beta Wealth Group
California
$8.9M +$23.1K +586 +0.3%
EFS
145
Essex Financial Services
Connecticut
$8.82M +$134K +3,401 +2%
IWM
146
IMG Wealth Management
Florida
$8.79M +$654K +16,557 +8%
AF
147
Advisornet Financial
Minnesota
$8.67M +$528K +13,380 +6%
B
148
BetterWealth
California
$8.66M +$616K +15,609 +8%
STA
149
Smith Thornton Advisors
Alabama
$8.64M +$606K +15,344 +8%
SEIA
150
Signature Estate & Investment Advisors
California
$8.62M +$302K +7,658 +4%