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Capital Group Dividend Value ETF

537 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 322 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
US Bancorp
201
US Bancorp
Minnesota
$4.39M
TPF
202
Tribridge Partners Financial
Maryland
$4.35M
CF
203
Convergence Financial
Missouri
$4.35M
GIA
204
Gladstone Institutional Advisory
Florida
$4.22M
PCA
205
Prosperity Capital Advisors
Ohio
$4.17M
CFG
206
Cooper Financial Group
California
$4.13M
BFG
207
Bleakley Financial Group
New Jersey
$4.08M
CCFM
208
Clear Creek Financial Management
Washington
$4.08M
AF
209
Affiance Financial
Minnesota
$4M
EA
210
Everpar Advisors
Oklahoma
$3.88M
PIA
211
Perennial Investment Advisors
California
$3.86M
SWP
212
Stratos Wealth Partners
Ohio
$3.83M
AFP
213
Ausdal Financial Partners
Iowa
$3.83M
CF
214
Centaurus Financial
California
$3.79M
AGP
215
Aspire Growth Partners
Florida
$3.77M
SWP
216
Sagespring Wealth Partners
Tennessee
$3.77M
BC
217
Bulwark Capital
Florida
$3.74M
PAS
218
Park Avenue Securities
New York
$3.6M
MWM
219
Mascagni Wealth Management
Mississippi
$3.55M
NECFA
220
New England Capital Financial Advisors
Connecticut
$3.51M
CWA
221
CJM Wealth Advisers
Virginia
$3.44M
IWM
222
IHT Wealth Management
Illinois
$3.41M
EWA
223
EverSource Wealth Advisors
Alabama
$3.41M
PCIA
224
Prime Capital Investment Advisors
Kansas
$3.41M
MIA
225
Milestone Investment Advisors
Wisconsin
$3.38M