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Capital Group Dividend Value ETF

488 hedge funds and large institutions have $10.8B invested in Capital Group Dividend Value ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.46% more ownership

Funds ownership: 73.84%75.3% (+1.5%)

22% less capital invested

Capital invested by funds: $13.9B → $10.8B (-$3.07B)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $527K

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$527K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Brookstone Capital Management
Illinois
$3.11M
PAS
202
Park Avenue Securities
New York
$3.1M
SWM
203
Spire Wealth Management
Virginia
$3.09M
TW
204
Transform Wealth
Colorado
$3.07M
AGP
205
Aspire Growth Partners
Florida
$3.05M
DC
206
Davenport & Co
Virginia
$2.95M
LPAM
207
Lodestar Private Asset Management
California
$2.89M
BPFA
208
Barnes Pettey Financial Advisors
Mississippi
$2.88M
EA
209
Everpar Advisors
Oklahoma
$2.83M
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$2.82M
IA
211
Integrity Alliance
Iowa
$2.79M
SCM
212
SOL Capital Management
Maryland
$2.7M
IWM
213
IHT Wealth Management
Illinois
$2.69M
HP
214
Holistic Planning
Texas
$2.65M
CA
215
Carson Advisory
Georgia
$2.63M
SWM
216
Silverlake Wealth Management
Vermont
$2.56M
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$2.56M
ATS
218
Ashton Thomas Securities
New York
$2.55M
AIFS
219
A&I Financial Services
Colorado
$2.52M
KFP
220
KMG Fiduciary Partners
Ohio
$2.48M
TCG
221
Transcendent Capital Group
Oklahoma
$2.46M
EPW
222
Endeavor Private Wealth
Kansas
$2.43M
KCIC
223
Kuhn & Co Investment Counsel
Illinois
$2.41M
CWC
224
Carolinas Wealth Consulting
North Carolina
$2.37M
EWA
225
EverSource Wealth Advisors
Alabama
$2.35M