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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
126
KWB Wealth
California
$11.9M
JP Morgan Chase
127
JP Morgan Chase
New York
$11.9M
WIA
128
World Investment Advisors
California
$11.8M
CWA
129
Clearview Wealth Advisors
Oregon
$11.6M
SG
130
StoneX Group
New York
$11.4M
NFG
131
Nations Financial Group
Iowa
$11.2M
SFC
132
Swisher Financial Concepts
Ohio
$11M
BIP
133
Bouvel Investment Partners
Pennsylvania
$11M
RWP
134
Ridgeline Wealth Planning
Ohio
$11M
GFG
135
Greenbush Financial Group
New York
$10.6M
TWP
136
Tempus Wealth Planning
California
$10.6M
M1FG
137
Mach-1 Financial Group
Arkansas
$10.5M
IAS
138
Integrity Advisory Solutions
Texas
$10.5M
KAS
139
KPP Advisory Services
Kentucky
$10.5M
IWM
140
IMG Wealth Management
Florida
$10.4M
DC
141
Davenport & Co
Virginia
$10.4M
AF
142
Advisornet Financial
Minnesota
$10.2M
PS
143
Principal Securities
Iowa
$10.1M
MWM
144
Mission Wealth Management
California
$10.1M
WS
145
Wedbush Securities
California
$10.1M
EFS
146
Essex Financial Services
Connecticut
$9.95M
MFG
147
Magnus Financial Group
New York
$9.9M
SEIA
148
Signature Estate & Investment Advisors
California
$9.78M
PSCM
149
Per Stirling Capital Management
Texas
$9.74M
MA
150
Mutual Advisors
Nebraska
$9.68M