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Capital Group Dividend Value ETF

570 hedge funds and large institutions have $16.6B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 346 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
MEAC
201
M.E. Allison & Co
Texas
$5.41M
QFPS
202
Quantum Financial Planning Services
Washington
$5.39M
BFA
203
Bill Few Associates
Pennsylvania
$5.36M
FFP
204
Freedom Financial Partners
Minnesota
$5.32M
ASN
205
Advisory Services Network
Georgia
$5.23M
LWM
206
Lodestone Wealth Management
Washington
$5.19M
AFP
207
Ausdal Financial Partners
Iowa
$5.17M
AWM
208
Accel Wealth Management
Iowa
$5.11M
SWIM
209
Smallwood Wealth Investment Management
New Jersey
$5M
Betterment LLC
210
Betterment LLC
New York
$4.98M
GIA
211
Gladstone Institutional Advisory
Florida
$4.9M
EA
212
Everpar Advisors
Oklahoma
$4.83M
US Bancorp
213
US Bancorp
Minnesota
$4.63M
CA
214
CGN Advisors
Kansas
$4.61M
PIA
215
Perennial Investment Advisors
California
$4.6M
MWM
216
Mascagni Wealth Management
Mississippi
$4.59M
BFG
217
Bleakley Financial Group
New Jersey
$4.58M
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$4.54M
AF
219
Affiance Financial
Minnesota
$4.51M
CCFM
220
Clear Creek Financial Management
Washington
$4.51M
BPA
221
Beacon Pointe Advisors
California
$4.46M
AIA
222
Armor Investment Advisors
North Carolina
$4.43M
WIP
223
WealthCare Investment Partners
Rhode Island
$4.43M
AI
224
Atria Investments
North Carolina
$4.43M
CF
225
Centaurus Financial
California
$4.4M