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Capital Group Dividend Value ETF

535 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 320 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
7.17%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
320
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.69B +$529M +13,408,161 +46%
Capital International Investors
2
Capital International Investors
California
$936M -$1.07M -27,221 -0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$764M +$79M +1,999,975 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$660M +$59.8M +1,513,067 +10%
Morgan Stanley
5
Morgan Stanley
New York
$606M +$156M +3,961,700 +35%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$605M +$59.1M +1,496,823 +11%
Bank of America
7
Bank of America
North Carolina
$520M +$97.6M +2,471,984 +23%
ACM
8
Advance Capital Management
Michigan
$481M -$22M -557,225 -4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$468M +$68.3M +1,730,269 +17%
Wells Fargo
10
Wells Fargo
California
$455M +$47.7M +1,207,608 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$390M +$22.8M +576,953 +6%
CGPCS
12
Capital Group Private Client Services
California
$343M +$18.1M +457,319 +6%
UBS Group
13
UBS Group
Switzerland
$272M +$18.6M +471,851 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$228M +$30.8M +779,692 +16%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$223M +$66.7M +1,690,763 +43%
CWS
16
Confluence Wealth Services
Pennsylvania
$208M +$7.1M +179,851 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$199M +$35.7M +903,644 +22%
MML Investors Services
18
MML Investors Services
Massachusetts
$178M +$19.7M +498,846 +12%
KAS
19
Kestra Advisory Services
Texas
$172M +$26.1M +661,210 +18%
Osaic Holdings
20
Osaic Holdings
Arizona
$141M -$68.6M -1,901,047 -33%
Stifel Financial
21
Stifel Financial
Missouri
$135M +$14.1M +358,304 +12%
DADC
22
D.A. Davidson & Co
Montana
$130M +$2.17M +55,004 +2%
KIM
23
Kestra Investment Management
Texas
$127M +$58.5M +1,562,415 +86%
PAG
24
Private Advisor Group
New Jersey
$114M +$36.9M +934,948 +48%
BWL
25
Bogart Wealth LLC
Virginia
$94.3M +$2.38M +60,323 +3%