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Capital Group Dividend Value ETF

217 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
3.46%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
133
Reduced
23
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
176
Moloney Securities Asset Management
Missouri
$346K +$1.99K +75 +0.6%
NFG
177
Nations Financial Group
Iowa
$335K +$41K +1,550 +14%
CWP
178
Core Wealth Partners
California
$330K +$582 +22 +0.2%
CAM
179
Cozad Asset Management
Illinois
$317K +$317K +11,990 New
ME
180
McIlrath & Eck
Washington
$312K
WAM
181
WealthTrust Asset Management
Florida
$305K +$305K +11,504 New
AF
182
Allworth Financial
California
$290K +$900 +34 +0.3%
JWCA
183
J.W. Cole Advisors
Florida
$287K +$36.1K +1,365 +14%
IGWM
184
ICA Group Wealth Management
Colorado
$281K +$193K +7,282 +218%
ACM
185
Advisors Capital Management
New Jersey
$260K +$260K +9,820 New
TFS
186
Thoroughbred Financial Services
Tennessee
$257K +$49.9K +1,886 +24%
PTC
187
Private Trust Company
Ohio
$255K +$18K +681 +8%
AWM
188
Accel Wealth Management
Iowa
$254K +$254K +9,585 New
BC
189
Barrett & Company
Rhode Island
$252K +$91.5K +3,458 +57%
TI
190
tru Independence
Oregon
$237K +$503 +19 +0.2%
VWA
191
Visionary Wealth Advisors
Illinois
$236K +$236K +8,920 New
LSA
192
Lion Street Advisors
Texas
$233K +$233K +8,786 New
TSS
193
Two Sigma Securities
New York
$232K +$232K +8,763 New
WP
194
WealthSource Partners
California
$231K
GVAG
195
Great Valley Advisor Group
Delaware
$225K +$225K +8,493 New
Morgan Stanley
196
Morgan Stanley
New York
$221K +$71.6K +2,706 +48%
SFWC
197
Strategic Family Wealth Counselors
New Jersey
$220K
WWP
198
WR Wealth Planners
Missouri
$207K +$20.1K +761 +11%
FC
199
Financial Council
Maryland
$201K
SS
200
Sunbelt Securities
Texas
$171K +$171K +6,464 New