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Capital Group Dividend Value ETF

537 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, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
BWA
176
BlueChip Wealth Advisors
Georgia
$6.07M
JWCA
177
J.W. Cole Advisors
Florida
$5.96M
RIL
178
Rothschild Investment LLC
Illinois
$5.95M
DAS
179
Dynamic Advisor Solutions
Arizona
$5.9M
AF
180
Allworth Financial
California
$5.8M
BPFA
181
Barnes Pettey Financial Advisors
Mississippi
$5.6M
Betterment LLC
182
Betterment LLC
New York
$5.57M
LWM
183
LongView Wealth Management
Georgia
$5.46M
SAM
184
Smartleaf Asset Management
Massachusetts
$5.44M
CL
185
Choreo LLC
Illinois
$5.4M
SAM
186
Secure Asset Management
Michigan
$5.34M
BL
187
Balentine LLC
Georgia
$5.19M
KWM
188
Kingsview Wealth Management
Oregon
$5.14M
MOS
189
MGO One Seven
Ohio
$5.07M
IA
190
Integrity Alliance
Iowa
$4.99M
ACM
191
Aurdan Capital Management
Pennsylvania
$4.98M
MEAC
192
M.E. Allison & Co
Texas
$4.96M
ASN
193
Advisory Services Network
Georgia
$4.91M
BFA
194
Bill Few Associates
Pennsylvania
$4.89M
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$4.89M
BWM
196
BlackDiamond Wealth Management
New York
$4.75M
LWM
197
Lodestone Wealth Management
Washington
$4.75M
HAIM
198
Hunter Associates Investment Management
Pennsylvania
$4.71M
SWIM
199
Smallwood Wealth Investment Management
New Jersey
$4.56M
QFPS
200
Quantum Financial Planning Services
Washington
$4.51M