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Capital Group Dividend Value ETF

134 hedge funds and large institutions have $917M invested in Capital Group Dividend Value ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
134
Holders Change
+41
Holders Change %
+44.09%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
44
Increased
75
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$72.8M 3,087,457 +634,978 +26%
LPL Financial
2
LPL Financial
California
$67M 2,840,656 +1,751,851 +161%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$64.6M 2,740,376 +1,483,707 +118%
RJA
4
Raymond James & Associates
Florida
$60.8M 2,576,770 +1,011,510 +65%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$60.2M 2,550,674 +1,124,103 +79%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.2M 2,341,386 +854,109 +57%
Osaic Holdings
7
Osaic Holdings
Arizona
$48.2M 2,045,354 +671,594 +49%
UBS Group
8
UBS Group
Switzerland
$31.7M 1,342,354 +439,053 +49%
CWS
9
Confluence Wealth Services
Pennsylvania
$30.7M 1,300,660 +916,987 +239%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$29.5M 1,251,940 +434,260 +53%
WAM
11
WNY Asset Management
New York
$22.7M 960,299 +342,084 +55%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$22.3M 947,228 +385,489 +69%
CII
13
Capital International Inc
California
$18.9M 799,737 +799,737 New
KAS
14
Kestra Advisory Services
Texas
$18.4M 780,558 +285,567 +58%
MML Investors Services
15
MML Investors Services
Massachusetts
$17.8M 755,707 +310,412 +70%
JBA
16
Johnson Bixby & Associates
Washington
$17.7M 750,977 +11,039 +1%
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$17.3M 734,444 +217,500 +42%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$14M 592,991 +59,437 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$13.6M 575,476 +116,185 +25%
SFA
20
Souders Financial Advisors
Ohio
$13.1M 557,085 +348,751 +167%
Jane Street
21
Jane Street
New York
$12.5M 529,425 +277,563 +110%
EFG
22
Erickson Financial Group
Pennsylvania
$12.1M 511,130 +511,130 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$10.9M 460,683 +288,812 +168%
Wells Fargo
24
Wells Fargo
California
$10.8M 456,937 +456,937 New
CAN
25
Cetera Advisor Networks
California
$10.7M 453,418 +407,065 +878%