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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$655K
Puts
$624K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
226
Choreo LLC
Illinois
$6.16M
APW
227
Alliance Private Wealth
Massachusetts
$6.1M
BWM
228
BNB Wealth Management
Maryland
$6.07M
HCA
229
Harpswell Capital Advisors
Maine
$6.07M
GWM
230
Greenline Wealth Management
Florida
$6.07M
FFWM
231
Future Financial Wealth Management
Ohio
$6.05M
PWA
232
PCG Wealth Advisors
Kansas
$6.04M
PIA
233
Perennial Investment Advisors
California
$6.04M
CA
234
CGN Advisors
Kansas
$5.99M
AWM
235
Accel Wealth Management
Iowa
$5.95M
ACM
236
Aurdan Capital Management
Pennsylvania
$5.91M
SAM
237
Smartleaf Asset Management
Massachusetts
$5.9M
MEAC
238
M.E. Allison & Co
Texas
$5.84M
EWP
239
Evergreen Wealth Partners
Montana
$5.82M
SF
240
Steffes Financial
Kansas
$5.81M
BFA
241
Bill Few Associates
Pennsylvania
$5.78M
BL
242
Balentine LLC
Georgia
$5.73M
IA
243
Integrity Alliance
Iowa
$5.73M
FPF
244
First Pacific Financial
Washington
$5.69M
ASN
245
Advisory Services Network
Georgia
$5.63M
GIA
246
Gladstone Institutional Advisory
Florida
$5.62M
Cerity Partners
247
Cerity Partners
New York
$5.59M
VIPI
248
Vista Investment Partners II
Indiana
$5.49M
MWM
249
Mascagni Wealth Management
Mississippi
$5.49M
SWIM
250
Smallwood Wealth Investment Management
New Jersey
$5.41M