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Capital Group Dividend Value ETF

217 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
3.46%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
133
Reduced
23
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
201
Harbor Investment Advisory
Maryland
$164K
Comerica Bank
202
Comerica Bank
Texas
$145K +$145K +5,476 New
CC
203
Cypress Capital
Tennessee
$128K +$83.7K +3,162 +187%
FP
204
Financial Perspectives
Minnesota
$115K +$265 +10 +0.2%
GWM
205
Geneos Wealth Management
Colorado
$98.2K +$57.9K +2,186 +143%
FHA
206
First Horizon Advisors
Tennessee
$90.3K +$90.3K +3,410 New
LFG
207
Larson Financial Group
Missouri
$75K
GWSG
208
GPS Wealth Strategies Group
Colorado
$56.6K
WAS
209
Winch Advisory Services
Wisconsin
$54K
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$38K -$394K -14,888 -91%
BTI
211
Blue Trust Inc
Georgia
$32K +$32K +1,200 New
MSFP
212
Mark Sheptoff Financial Planning
Connecticut
$24.6K +$24.6K +928 New
FIA
213
FNY Investment Advisers
New York
$23K
CA
214
Clearstead Advisors
Ohio
$20.8K +$20.8K +784 New
AIC
215
Archer Investment Corporation
Indiana
$20.4K
JFG
216
JDM Financial Group
Texas
$11.2K -$212 -8 -2%
GBT
217
Grove Bank & Trust
Florida
$10.6K +$10.6K +400 New
BFS
218
Bard Financial Services
Connecticut
-$8.02M -296,550 Closed
HF
219
HRT Financial
New York
-$1.52M -56,311 Closed
GFG
220
Goldstone Financial Group
Illinois
-$1.02M -37,893 Closed
Cerity Partners
221
Cerity Partners
New York
-$1.01M -37,233 Closed
CAS
222
Coppell Advisory Solutions
Texas
-$891K -33,243 Closed
FEM
223
Fulcrum Equity Management
Texas
-$872K -32,235 Closed
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
-$142K -5,256 Closed
FA
225
Fiduciary Alliance
South Carolina
-$21.4K -793 Closed