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Capital Group Dividend Value ETF

217 hedge funds and large institutions have $2.86B invested in Capital Group Dividend Value ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
3.46%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
133
Reduced
23
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.21M
Name Market Value Shares Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$651M 24,595,840 +24,575,840 +122,879%
LPL Financial
2
LPL Financial
California
$180M 6,795,375 +1,161,371 +21%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$156M 5,897,840 +2,230,114 +61%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$146M 5,507,402 +3,242,240 +143%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$128M 4,845,831 +1,054,141 +28%
CGPCS
6
Capital Group Private Client Services
California
$126M 4,748,394 +692,199 +17%
RJA
7
Raymond James & Associates
Florida
$96.8M 3,655,491 +154,271 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$89.9M 3,395,649 +769,490 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$86.4M 3,263,980 +346,540 +12%
MML Investors Services
10
MML Investors Services
Massachusetts
$53.6M 2,024,856 +190,234 +10%
CWS
11
Confluence Wealth Services
Pennsylvania
$53.3M 2,015,315 +481,592 +31%
Bank of America
12
Bank of America
North Carolina
$51.1M 1,930,913 +1,371,729 +245%
Wells Fargo
13
Wells Fargo
California
$49.9M 1,887,017 +589,545 +45%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$49.9M 1,883,796 +292,996 +18%
UBS Group
15
UBS Group
Switzerland
$48.9M 1,848,085 +168,720 +10%
WAM
16
WNY Asset Management
New York
$41.7M 1,576,773 +381,616 +32%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$36.9M 1,393,895 +676,189 +94%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34.1M 1,287,984 -277,180 -18%
JBA
19
Johnson Bixby & Associates
Washington
$32.6M 1,231,764 +451,335 +58%
CAN
20
Cetera Advisor Networks
California
$32.2M 1,217,233 +510,058 +72%
KAS
21
Kestra Advisory Services
Texas
$28.1M 1,060,279 +117,553 +12%
Stifel Financial
22
Stifel Financial
Missouri
$27.8M 1,050,628 +38,687 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$25.2M 952,295 +378,414 +66%
CA
24
Cetera Advisors
Colorado
$24.4M 920,429 +101,712 +12%
ACA
25
Aptus Capital Advisors
Alabama
$23M 869,161 +773,504 +809%