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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
SPC
151
Sigma Planning Corp
Michigan
$9.52M
STA
152
Smith Thornton Advisors
Alabama
$9.51M
B
153
BetterWealth
California
$9.38M
FFS
154
Founders Financial Securities
Maryland
$9.31M
FL
155
FreeGulliver LLC
Louisiana
$9.2M
CWA
156
CJM Wealth Advisers
Virginia
$9.14M
FA
157
Fermata Advisors
California
$9M
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
$8.99M
RIL
159
Rothschild Investment LLC
Illinois
$8.9M
CIAS
160
CFS Investment Advisory Services
New Jersey
$8.84M
SFG
161
Seamount Financial Group
Colorado
$8.73M
BCWM
162
Ball & Co Wealth Management
Tennessee
$8.7M
CL
163
CLG LLC
California
$8.62M
AFM
164
Armstrong Fleming & Moore
District of Columbia
$8.62M
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$8.52M
PCA
166
Prosperity Capital Advisors
Ohio
$8.5M
NMCM
167
Nicholson Meyer Capital Management
Missouri
$8.48M
SPIA
168
Steward Partners Investment Advisory
New York
$8.44M
LWM
169
LongView Wealth Management
Georgia
$8.32M
HAIM
170
Hunter Associates Investment Management
Pennsylvania
$8.31M
FHA
171
Flagship Harbor Advisors
Massachusetts
$8.28M
RIS
172
Richmond Investment Services
Wisconsin
$8.26M
USCWA
173
U.S. Capital Wealth Advisors
Texas
$8.24M
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$8.04M
NG
175
Novem Group
New York
$7.98M