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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$5.67M
WIA
152
World Investment Advisors
California
$5.44M
SN
153
Sittner & Nelson
Oregon
$5.42M
NG
154
Novem Group
New York
$5.38M
SIM
155
Synergy Investment Management
Florida
$5.28M
TFS
156
Thoroughbred Financial Services
Tennessee
$5.25M
LWM
157
LongView Wealth Management
Georgia
$5.16M
OMC
158
Old Mission Capital
Illinois
$5.12M
TWM
159
Trinity Wealth Management
Pennsylvania
$5.11M
AF
160
Allworth Financial
California
$5.09M
MOS
161
MGO One Seven
Ohio
$5.01M
ASN
162
Advisory Services Network
Georgia
$4.99M
CL
163
Choreo LLC
Illinois
$4.93M
VA
164
VestGen Advisors
Illinois
$4.85M
JWCA
165
J.W. Cole Advisors
Florida
$4.81M
PA
166
PFG Advisors
Arizona
$4.8M
CAM
167
Cresset Asset Management
Illinois
$4.78M
BL
168
Balentine LLC
Georgia
$4.68M
RIL
169
Rothschild Investment LLC
Illinois
$4.62M
SAM
170
Smartleaf Asset Management
Massachusetts
$4.57M
Betterment LLC
171
Betterment LLC
New York
$4.53M
OBWG
172
Onyx Bridge Wealth Group
New York
$4.49M
KW
173
KWB Wealth
California
$4.46M
LWM
174
Lodestone Wealth Management
Washington
$4.25M
MEAC
175
M.E. Allison & Co
Texas
$4.09M