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Capital Group Dividend Value ETF

535 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
176
BlueChip Wealth Advisors
Georgia
$6.07M +$1.57M +39,747 +35%
JWCA
177
J.W. Cole Advisors
Florida
$5.96M +$623K +15,781 +12%
RIL
178
Rothschild Investment LLC
Illinois
$5.95M +$833K +21,086 +16%
DAS
179
Dynamic Advisor Solutions
Arizona
$5.9M -$1.44M -36,367 -20%
AF
180
Allworth Financial
California
$5.8M -$5.92K -150 -0.1%
BPFA
181
Barnes Pettey Financial Advisors
Mississippi
$5.6M +$2.4M +60,879 +75%
Betterment LLC
182
Betterment LLC
New York
$5.57M +$547K +13,857 +11%
LWM
183
LongView Wealth Management
Georgia
$5.46M -$253K -6,411 -4%
SAM
184
Smartleaf Asset Management
Massachusetts
$5.44M +$365K +9,259 +7%
CL
185
Choreo LLC
Illinois
$5.4M -$68.4K -1,726 -1%
SAM
186
Secure Asset Management
Michigan
$5.34M +$1.5M +38,069 +39%
BL
187
Balentine LLC
Georgia
$5.19M
KWM
188
Kingsview Wealth Management
Oregon
$5.14M +$3.08M +77,965 +149%
MOS
189
MGO One Seven
Ohio
$5.07M -$488K -12,355 -9%
IA
190
Integrity Alliance
Iowa
$4.99M +$1.9M +48,122 +61%
ACM
191
Aurdan Capital Management
Pennsylvania
$4.98M +$1.39M +35,307 +39%
MEAC
192
M.E. Allison & Co
Texas
$4.96M +$430K +10,883 +9%
ASN
193
Advisory Services Network
Georgia
$4.91M -$769K -18,946 -14%
BFA
194
Bill Few Associates
Pennsylvania
$4.89M +$857K +21,699 +21%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$4.89M +$373K +9,435 +8%
BWM
196
BlackDiamond Wealth Management
New York
$4.75M +$695K +17,555 +17%
LWM
197
Lodestone Wealth Management
Washington
$4.75M +$32.2K +815 +0.7%
HAIM
198
Hunter Associates Investment Management
Pennsylvania
$4.71M +$1.09M +27,724 +30%
QFPS
199
Quantum Financial Planning Services
Washington
$4.51M +$4.51M +114,223 New
US Bancorp
200
US Bancorp
Minnesota
$4.39M +$244K +6,170 +6%