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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
BL
201
Balentine LLC
Georgia
$5.52M
IA
202
Integrity Alliance
Iowa
$5.52M
SI
203
Stephens Inc
Arkansas
$5.52M
Renaissance Technologies
204
Renaissance Technologies
New York
$5.52M
MEAC
205
M.E. Allison & Co
Texas
$5.41M
QFPS
206
Quantum Financial Planning Services
Washington
$5.39M
BFA
207
Bill Few Associates
Pennsylvania
$5.36M
FFP
208
Freedom Financial Partners
Minnesota
$5.32M
ASN
209
Advisory Services Network
Georgia
$5.23M
LWM
210
Lodestone Wealth Management
Washington
$5.19M
AFP
211
Ausdal Financial Partners
Iowa
$5.17M
AWM
212
Accel Wealth Management
Iowa
$5.11M
SWIM
213
Smallwood Wealth Investment Management
New Jersey
$5M
Betterment LLC
214
Betterment LLC
New York
$4.98M
GIA
215
Gladstone Institutional Advisory
Florida
$4.9M
EA
216
Everpar Advisors
Oklahoma
$4.83M
US Bancorp
217
US Bancorp
Minnesota
$4.63M
CA
218
CGN Advisors
Kansas
$4.61M
PIA
219
Perennial Investment Advisors
California
$4.6M
MWM
220
Mascagni Wealth Management
Mississippi
$4.59M
BFG
221
Bleakley Financial Group
New Jersey
$4.58M
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$4.54M
AF
223
Affiance Financial
Minnesota
$4.51M
CCFM
224
Clear Creek Financial Management
Washington
$4.51M
BPA
225
Beacon Pointe Advisors
California
$4.46M