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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$4.08M
WC
177
Waterloo Capital
Texas
$4.06M
BWA
178
BlueChip Wealth Advisors
Georgia
$4.06M
SWIM
179
Smallwood Wealth Investment Management
New Jersey
$3.98M
MFG
180
Magnus Financial Group
New York
$3.96M
MIM
181
Marshall Investment Management
Colorado
$3.8M
CFG
182
Cooper Financial Group
California
$3.79M
US Bancorp
183
US Bancorp
Minnesota
$3.74M
BFA
184
Bill Few Associates
Pennsylvania
$3.64M
BWM
185
BlackDiamond Wealth Management
New York
$3.64M
CCFM
186
Clear Creek Financial Management
Washington
$3.58M
BFG
187
Bleakley Financial Group
New Jersey
$3.56M
CF
188
Convergence Financial
Missouri
$3.55M
SAM
189
Secure Asset Management
Michigan
$3.46M
AFP
190
Ausdal Financial Partners
Iowa
$3.42M
AF
191
Affiance Financial
Minnesota
$3.42M
OC
192
Oppenheimer & Co
New York
$3.36M
MIA
193
Milestone Investment Advisors
Wisconsin
$3.31M
RIS
194
Richmond Investment Services
Wisconsin
$3.27M
HAIM
195
Hunter Associates Investment Management
Pennsylvania
$3.26M
ACM
196
Aurdan Capital Management
Pennsylvania
$3.24M
GWM
197
Geneos Wealth Management
Colorado
$3.18M
SWP
198
Sagespring Wealth Partners
Tennessee
$3.16M
SS
199
Sunbelt Securities
Texas
$3.16M
CL
200
CLG LLC
California
$3.12M