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Capital Group Dividend Value ETF

183 hedge funds and large institutions have $1.66B invested in Capital Group Dividend Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
2.89%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
35
Increased
103
Reduced
26
Closed
8
Calls
Puts
$1.21M
Net Calls
-$1.21M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
151
J.W. Cole Advisors
Florida
$256K +$15.8K +584 +7%
PTC
152
Private Trust Company
Ohio
$242K
TI
153
tru Independence
Oregon
$241K +$433 +16 +0.2%
WP
154
WealthSource Partners
California
$236K
AG
155
Ascent Group
Virginia
$230K -$133K -4,771 -37%
SMC
156
Smith, Moore & Co
Missouri
$227K +$227K +8,405 New
SFWC
157
Strategic Family Wealth Counselors
New Jersey
$225K
BCI
158
Brinker Capital Investments
Pennsylvania
$224K -$30.5K -1,129 -12%
OPS
159
Orion Portfolio Solutions
Nebraska
$224K -$30.5K -1,129 -12%
CIAS
160
CFS Investment Advisory Services
New Jersey
$213K +$213K +7,892 New
TFS
161
Thoroughbred Financial Services
Tennessee
$211K +$211K +7,824 New
FC
162
Financial Council
Maryland
$205K +$205K +7,583 New
WWP
163
WR Wealth Planners
Missouri
$191K +$25.7K +950 +16%
HIA
164
Harbor Investment Advisory
Maryland
$168K
BC
165
Barrett & Company
Rhode Island
$164K +$164K +6,050 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$157K +$157K +5,791 New
Morgan Stanley
167
Morgan Stanley
New York
$153K +$29.8K +1,103 +24%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$142K +$142K +5,256 New
FP
169
Financial Perspectives
Minnesota
$117K +$324 +12 +0.3%
IGWM
170
ICA Group Wealth Management
Colorado
$90.3K +$19.3K +714 +27%
SIS
171
Strategic Investment Solutions
Illinois
$83.3K -$136K -5,300 -62%
LFG
172
Larson Financial Group
Missouri
$76.7K +$27K +1,000 +54%
GWSG
173
GPS Wealth Strategies Group
Colorado
$57.9K
WAS
174
Winch Advisory Services
Wisconsin
$55K
CC
175
Cypress Capital
Tennessee
$45.7K