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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
151
Smith Thornton Advisors
Alabama
$8.64M
SEIA
152
Signature Estate & Investment Advisors
California
$8.62M
CIAS
153
CFS Investment Advisory Services
New Jersey
$8.36M
SG
154
StoneX Group
New York
$8.31M
FFS
155
Founders Financial Securities
Maryland
$8.27M
AWM
156
Apollon Wealth Management
South Carolina
$8.15M
MA
157
Mutual Advisors
Nebraska
$8.04M
WS
158
Wedbush Securities
California
$7.88M
JP Morgan Chase
159
JP Morgan Chase
New York
$7.83M
DC
160
Davenport & Co
Virginia
$7.81M
BCWM
161
Ball & Co Wealth Management
Tennessee
$7.75M
SFG
162
Seamount Financial Group
Colorado
$7.72M
FA
163
Fermata Advisors
California
$7.71M
RIS
164
Richmond Investment Services
Wisconsin
$7.53M
USCWA
165
U.S. Capital Wealth Advisors
Texas
$7.51M
OC
166
Oppenheimer & Co
New York
$7.23M
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$7.15M
KW
168
KWB Wealth
California
$7.13M
AFM
169
Armstrong Fleming & Moore
District of Columbia
$6.97M
OW
170
Olistico Wealth
Oklahoma
$6.92M
RA
171
RFG Advisory
Alabama
$6.79M
Jane Street
172
Jane Street
New York
$6.7M
NG
173
Novem Group
New York
$6.68M
SPIA
174
Steward Partners Investment Advisory
New York
$6.62M
PCA
175
Pallas Capital Advisors
Massachusetts
$6.46M