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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 %
CIAS
151
CFS Investment Advisory Services
New Jersey
$8.36M +$213K +5,396 +3%
SG
152
StoneX Group
New York
$8.31M -$341K -8,613 -4%
FFS
153
Founders Financial Securities
Maryland
$8.27M +$1.54M +38,930 +23%
AWM
154
Apollon Wealth Management
South Carolina
$8.15M +$7.76M +196,623 +1,994%
MA
155
Mutual Advisors
Nebraska
$8.04M +$736K +17,835 +10%
WS
156
Wedbush Securities
California
$7.88M -$11.1M -282,255 -59%
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$7.83M -$135K -3,408 -2%
DC
158
Davenport & Co
Virginia
$7.81M +$4.54M +115,022 +139%
BCWM
159
Ball & Co Wealth Management
Tennessee
$7.75M -$778K -19,709 -9%
SFG
160
Seamount Financial Group
Colorado
$7.72M +$746K +18,903 +11%
FA
161
Fermata Advisors
California
$7.71M -$35.3K -894 -0.5%
RIS
162
Richmond Investment Services
Wisconsin
$7.53M +$3.91M +99,090 +108%
USCWA
163
U.S. Capital Wealth Advisors
Texas
$7.51M +$467K +11,831 +7%
OC
164
Oppenheimer & Co
New York
$7.23M +$3.5M +88,753 +94%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$7.15M +$800K +20,262 +13%
KW
166
KWB Wealth
California
$7.13M +$2.62M +73,630 +58%
AFM
167
Armstrong Fleming & Moore
District of Columbia
$6.97M +$6.97M +176,540 New
OW
168
Olistico Wealth
Oklahoma
$6.92M +$439K +11,121 +7%
RA
169
RFG Advisory
Alabama
$6.79M -$1.57M -39,644 -19%
Jane Street
170
Jane Street
New York
$6.7M -$22.3M -565,357 -77%
NG
171
Novem Group
New York
$6.68M +$720K +18,239 +12%
SPIA
172
Steward Partners Investment Advisory
New York
$6.62M -$2.99M -75,593 -31%
PCA
173
Pallas Capital Advisors
Massachusetts
$6.46M +$6.46M +163,663 New
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$6.36M +$79.1K +2,002 +1%
SN
175
Sittner & Nelson
Oregon
$6.16M +$161K +4,074 +3%