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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
Tudor Investment Corp
176
Tudor Investment Corp
Connecticut
$6.36M
SN
177
Sittner & Nelson
Oregon
$6.16M
BWA
178
BlueChip Wealth Advisors
Georgia
$6.07M
JWCA
179
J.W. Cole Advisors
Florida
$5.96M
RIL
180
Rothschild Investment LLC
Illinois
$5.95M
DAS
181
Dynamic Advisor Solutions
Arizona
$5.9M
AF
182
Allworth Financial
California
$5.8M
BPFA
183
Barnes Pettey Financial Advisors
Mississippi
$5.6M
Betterment LLC
184
Betterment LLC
New York
$5.57M
LWM
185
LongView Wealth Management
Georgia
$5.46M
SAM
186
Smartleaf Asset Management
Massachusetts
$5.44M
CL
187
Choreo LLC
Illinois
$5.4M
SAM
188
Secure Asset Management
Michigan
$5.34M
BL
189
Balentine LLC
Georgia
$5.19M
KWM
190
Kingsview Wealth Management
Oregon
$5.14M
MOS
191
MGO One Seven
Ohio
$5.07M
IA
192
Integrity Alliance
Iowa
$4.99M
ACM
193
Aurdan Capital Management
Pennsylvania
$4.98M
MEAC
194
M.E. Allison & Co
Texas
$4.96M
ASN
195
Advisory Services Network
Georgia
$4.91M
BFA
196
Bill Few Associates
Pennsylvania
$4.89M
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$4.89M
BWM
198
BlackDiamond Wealth Management
New York
$4.75M
LWM
199
Lodestone Wealth Management
Washington
$4.75M
HAIM
200
Hunter Associates Investment Management
Pennsylvania
$4.71M