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Capital Group Dividend Value ETF

540 hedge funds and large institutions have $14B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
SWIM
201
Smallwood Wealth Investment Management
New Jersey
$4.56M
QFPS
202
Quantum Financial Planning Services
Washington
$4.51M
US Bancorp
203
US Bancorp
Minnesota
$4.39M
TPF
204
Tribridge Partners Financial
Maryland
$4.35M
CF
205
Convergence Financial
Missouri
$4.35M
GIA
206
Gladstone Institutional Advisory
Florida
$4.22M
PCA
207
Prosperity Capital Advisors
Ohio
$4.17M
CFG
208
Cooper Financial Group
California
$4.13M
BFG
209
Bleakley Financial Group
New Jersey
$4.08M
CCFM
210
Clear Creek Financial Management
Washington
$4.08M
AF
211
Affiance Financial
Minnesota
$4M
EA
212
Everpar Advisors
Oklahoma
$3.88M
PIA
213
Perennial Investment Advisors
California
$3.86M
SWP
214
Stratos Wealth Partners
Ohio
$3.83M
AFP
215
Ausdal Financial Partners
Iowa
$3.83M
CF
216
Centaurus Financial
California
$3.79M
AGP
217
Aspire Growth Partners
Florida
$3.77M
SWP
218
Sagespring Wealth Partners
Tennessee
$3.77M
BC
219
Bulwark Capital
Florida
$3.74M
FSBI
220
Fearless Solutions (Best Invest)
Texas
$3.73M
PAS
221
Park Avenue Securities
New York
$3.6M
MWM
222
Mascagni Wealth Management
Mississippi
$3.55M
NECFA
223
New England Capital Financial Advisors
Connecticut
$3.51M
CWA
224
CJM Wealth Advisers
Virginia
$3.44M
IWM
225
IHT Wealth Management
Illinois
$3.41M