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Capital Group Dividend Value ETF

537 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, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
CIAS
151
CFS Investment Advisory Services
New Jersey
$8.36M
SG
152
StoneX Group
New York
$8.31M
FFS
153
Founders Financial Securities
Maryland
$8.27M
AWM
154
Apollon Wealth Management
South Carolina
$8.15M
MA
155
Mutual Advisors
Nebraska
$8.04M
WS
156
Wedbush Securities
California
$7.88M
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$7.83M
DC
158
Davenport & Co
Virginia
$7.81M
BCWM
159
Ball & Co Wealth Management
Tennessee
$7.75M
SFG
160
Seamount Financial Group
Colorado
$7.72M
FA
161
Fermata Advisors
California
$7.71M
RIS
162
Richmond Investment Services
Wisconsin
$7.53M
USCWA
163
U.S. Capital Wealth Advisors
Texas
$7.51M
OC
164
Oppenheimer & Co
New York
$7.23M
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$7.15M
KW
166
KWB Wealth
California
$7.13M
AFM
167
Armstrong Fleming & Moore
District of Columbia
$6.97M
OW
168
Olistico Wealth
Oklahoma
$6.92M
RA
169
RFG Advisory
Alabama
$6.79M
Jane Street
170
Jane Street
New York
$6.7M
NG
171
Novem Group
New York
$6.68M
SPIA
172
Steward Partners Investment Advisory
New York
$6.62M
PCA
173
Pallas Capital Advisors
Massachusetts
$6.46M
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$6.36M
SN
175
Sittner & Nelson
Oregon
$6.16M