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Capital Group Dividend Value ETF

159 hedge funds and large institutions have $1.11B invested in Capital Group Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+25
Holders Change %
+18.66%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
39
Increased
90
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$86.8M 3,479,048 +391,591 +13%
LPL Financial
2
LPL Financial
California
$85.1M 3,412,870 +572,214 +20%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.4M 3,022,264 +680,878 +29%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$74.5M 2,989,106 +438,432 +17%
RJA
5
Raymond James & Associates
Florida
$72M 2,885,181 +308,411 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$58.3M 2,336,330 +290,976 +14%
UBS Group
7
UBS Group
Switzerland
$38M 1,524,426 +182,072 +14%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$36.1M 1,447,012 +195,072 +16%
CWS
9
Confluence Wealth Services
Pennsylvania
$36M 1,444,561 +143,901 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$31M 1,243,175 +295,947 +31%
WAM
11
WNY Asset Management
New York
$27.4M 1,096,770 +136,471 +14%
Stifel Financial
12
Stifel Financial
Missouri
$22.8M 915,700 +696,870 +318%
KAS
13
Kestra Advisory Services
Texas
$20.9M 839,551 +58,993 +8%
SIAS
14
Summit Investment Advisory Services
Minnesota
$19.8M 792,622 +780,396 +6,383%
GKWIM
15
Gerber Kawasaki Wealth & Investment Management
California
$19.2M 768,582 +34,138 +5%
Wells Fargo
16
Wells Fargo
California
$18.3M 734,019 +277,082 +61%
JBA
17
Johnson Bixby & Associates
Washington
$18.1M 726,545 -24,432 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.1M 685,432 +109,956 +19%
MML Investors Services
19
MML Investors Services
Massachusetts
$15.9M 639,324 -116,383 -15%
SFA
20
Souders Financial Advisors
Ohio
$15.7M 630,105 +73,020 +13%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$15.3M 614,644 +21,653 +4%
CII
22
Capital International Inc
California
$13.7M 549,898 -249,839 -31%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.4M 537,767 +77,084 +17%
EFG
24
Erickson Financial Group
Pennsylvania
$13.3M 532,468 +21,338 +4%
EA
25
Ergawealth Advisors
Illinois
$12.3M 494,330 +78,294 +19%