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Capital Group Dividend Value ETF

305 hedge funds and large institutions have $5.14B invested in Capital Group Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.42%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.49%
New
54
Increased
194
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
176
Latitude Advisors
Florida
$1.16M +$448K +13,795 +63%
HGERS
177
Householder Group Estate & Retirement Specialist
Arizona
$1.12M +$53.4K +1,643 +5%
CC
178
Cypress Capital
Tennessee
$1.11M +$469K +14,441 +73%
LGWM
179
Litman Gregory Wealth Management
California
$1.09M +$5.75K +177 +0.5%
CAM
180
Cozad Asset Management
Illinois
$1.07M +$195K +5,994 +22%
CIS
181
Continental Investors Services
Washington
$1.06M -$176K -5,414 -14%
PFA
182
Professional Financial Advisors
Nebraska
$1.03M +$134K +4,131 +15%
EA
183
Everpar Advisors
Oklahoma
$1.02M +$461K +14,198 +83%
NL
184
NWAM LLC
Washington
$1.01M +$35.8K +1,096 +4%
MIAS
185
Mason Investment Advisory Services
Virginia
$1M +$1M +30,870 New
FHC
186
First Heartland Consultants
Missouri
$992K +$52.7K +1,620 +6%
IGWM
187
ICA Group Wealth Management
Colorado
$983K +$372K +11,445 +61%
FC
188
Financial Council
Maryland
$946K +$315K +9,700 +50%
BAM
189
Belpointe Asset Management
Nevada
$902K -$2.73K -84 -0.3%
CA
190
CapWealth Advisors
Tennessee
$896K -$34.9K -1,075 -4%
MWM
191
Merriman Wealth Management
Washington
$875K +$875K +26,917 New
SFO
192
Stokes Family Office
Louisiana
$838K
NS
193
NBC Securities
Alabama
$822K -$30.7K -946 -4%
Citadel Advisors
194
Citadel Advisors
Florida
$818K +$818K +25,160 New
TWM
195
Tradition Wealth Management
Minnesota
$799K +$48.6K +1,494 +6%
FPF
196
First Pacific Financial
Washington
$725K +$554K +17,052 +326%
OWA
197
ORBA Wealth Advisors
Illinois
$704K
PCIA
198
Prime Capital Investment Advisors
Kansas
$702K +$26.3K +810 +4%
TWP
199
Tempus Wealth Planning
California
$701K +$312K +9,599 +80%
BPC
200
Banque Pictet & Cie
Switzerland
$698K