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Capital Group Dividend Value ETF

71 hedge funds and large institutions have $263M invested in Capital Group Dividend Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and closing their positions.

Holders
71
Holders Change
+49
Holders Change %
+222.73%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
19
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$38.6M 1,729,091 +1,608,264 +1,331%
Capital International Investors
2
Capital International Investors
California
$20.7M 928,500 -7,500 -0.8%
JBA
3
Johnson Bixby & Associates
Washington
$19.6M 876,083 +876,083 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.2M 770,943 +547,375 +245%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$16.5M 739,164 +739,164 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.4M 599,123 +599,123 New
WAM
7
WNY Asset Management
New York
$13M 581,602 +581,602 New
Osaic Holdings
8
Osaic Holdings
Arizona
$11.2M 502,024 +472,677 +1,611%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$10.8M 476,302 +476,302 New
LPL Financial
10
LPL Financial
California
$10.5M 470,664 +470,664 New
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$9.65M 432,206 +432,206 New
KAS
12
Kestra Advisory Services
Texas
$8.52M 381,589 +329,265 +629%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.09M 317,486 +303,690 +2,201%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.55M 293,428 +239,713 +446%
AWM
15
Axxcess Wealth Management
California
$6.29M 281,883 +281,883 New
UBS Group
16
UBS Group
Switzerland
$6.03M 270,306 +270,306 New
P
17
&Partners
Tennessee
$5M 216,446 +200,971 +1,299%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.83M 216,523 +192,585 +805%
SB
19
Strategic Blueprint
Georgia
$4.53M 203,074 +188,795 +1,322%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.11M 139,491 +139,491 New
FTUS
21
Flow Traders U.S.
New York
$2.55M 114,037 +114,037 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.78M 79,636 +79,636 New
BFS
23
Bard Financial Services
Connecticut
$1.68M 75,225 +53,750 +250%
CWS
24
Confluence Wealth Services
Pennsylvania
$1.34M 56,073 +56,073 New
LNC
25
Lincoln National Corp
Pennsylvania
$1.28M 57,176 +57,176 New