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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$7.37M
HCA
177
Harpswell Capital Advisors
Maine
$7.25M
SAM
178
Secure Asset Management
Michigan
$7.15M
PCA
179
Pallas Capital Advisors
Massachusetts
$6.95M
BWA
180
BlueChip Wealth Advisors
Georgia
$6.93M
SWP
181
Stratos Wealth Partners
Ohio
$6.92M
BPFA
182
Barnes Pettey Financial Advisors
Mississippi
$6.82M
SN
183
Sittner & Nelson
Oregon
$6.58M
SIM
184
Synergy Investment Management
Florida
$6.5M
VC
185
Vicus Capital
Pennsylvania
$6.38M
IA
186
IFG Advisory
Georgia
$6.29M
MOS
187
MGO One Seven
Ohio
$6.12M
DAS
188
Dynamic Advisor Solutions
Arizona
$6.08M
PCIA
189
Prime Capital Investment Advisors
Kansas
$6.04M
RA
190
RFG Advisory
Alabama
$5.78M
SAM
191
Smartleaf Asset Management
Massachusetts
$5.74M
ACM
192
Aurdan Capital Management
Pennsylvania
$5.72M
CF
193
Convergence Financial
Missouri
$5.71M
FFWM
194
Future Financial Wealth Management
Ohio
$5.65M
CL
195
Choreo LLC
Illinois
$5.61M
SWM
196
SK Wealth Management
Rhode Island
$5.6M
BL
197
Balentine LLC
Georgia
$5.52M
IA
198
Integrity Alliance
Iowa
$5.52M
SI
199
Stephens Inc
Arkansas
$5.52M
Renaissance Technologies
200
Renaissance Technologies
New York
$5.52M