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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oppenheimer & Co
New York
$7.95M
OW
177
Olistico Wealth
Oklahoma
$7.59M
CAM
178
Cozad Asset Management
Illinois
$7.54M
JWCA
179
J.W. Cole Advisors
Florida
$7.37M
HCA
180
Harpswell Capital Advisors
Maine
$7.25M
SAM
181
Secure Asset Management
Michigan
$7.15M
PCA
182
Pallas Capital Advisors
Massachusetts
$6.95M
BWA
183
BlueChip Wealth Advisors
Georgia
$6.93M
SWP
184
Stratos Wealth Partners
Ohio
$6.92M
BPFA
185
Barnes Pettey Financial Advisors
Mississippi
$6.82M
SN
186
Sittner & Nelson
Oregon
$6.58M
SIM
187
Synergy Investment Management
Florida
$6.5M
AF
188
Allworth Financial
California
$6.46M
VC
189
Vicus Capital
Pennsylvania
$6.38M
IA
190
IFG Advisory
Georgia
$6.29M
MOS
191
MGO One Seven
Ohio
$6.12M
DAS
192
Dynamic Advisor Solutions
Arizona
$6.08M
PCIA
193
Prime Capital Investment Advisors
Kansas
$6.04M
RA
194
RFG Advisory
Alabama
$5.78M
SAM
195
Smartleaf Asset Management
Massachusetts
$5.74M
ACM
196
Aurdan Capital Management
Pennsylvania
$5.72M
CF
197
Convergence Financial
Missouri
$5.71M
FFWM
198
Future Financial Wealth Management
Ohio
$5.65M
CL
199
Choreo LLC
Illinois
$5.61M
SWM
200
SK Wealth Management
Rhode Island
$5.6M