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Capital Group Dividend Value ETF

698 hedge funds and large institutions have $19.8B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Convergence Financial
Missouri
$6.56M +$621K +14,468 +11%
AWM
227
Aprio Wealth Management
Georgia
$6.52M +$6.42M +149,488 New
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$6.5M +$6.4M +149,018 New
VC
229
Vicus Capital
Pennsylvania
$6.5M -$126K -2,930 -2%
QFPS
230
Quantum Financial Planning Services
Washington
$6.24M +$632K +14,724 +11%
BHFP
231
Blom & Howell Financial Planning
California
$6.19M +$6.09M +141,895 New
AFP
232
Ausdal Financial Partners
Iowa
$6.19M +$804K +18,715 +15%
CL
233
Choreo LLC
Illinois
$6.16M +$304K +7,081 +5%
APW
234
Alliance Private Wealth
Massachusetts
$6.1M +$5.85M +136,283 New
BWM
235
BNB Wealth Management
Maryland
$6.07M +$5.98M +139,154 New
HCA
236
Harpswell Capital Advisors
Maine
$6.07M -$1.43M -33,406 -19%
GWM
237
Greenline Wealth Management
Florida
$6.07M +$5.97M +139,045 New
FFWM
238
Future Financial Wealth Management
Ohio
$6.05M +$178K +4,145 +3%
PWA
239
PCG Wealth Advisors
Kansas
$6.04M +$1.77M +41,244 +42%
PIA
240
Perennial Investment Advisors
California
$6.04M +$1.24M +28,794 +26%
CA
241
CGN Advisors
Kansas
$5.99M +$1.18M +27,519 +25%
AWM
242
Accel Wealth Management
Iowa
$5.95M +$627K +14,599 +12%
ACM
243
Aurdan Capital Management
Pennsylvania
$5.91M -$28.1K -654 -0.5%
SAM
244
Smartleaf Asset Management
Massachusetts
$5.9M -$112K -2,612 -2%
MEAC
245
M.E. Allison & Co
Texas
$5.84M +$215K +5,006 +4%
EWP
246
Evergreen Wealth Partners
Montana
$5.82M +$5.73M +133,386 New
SF
247
Steffes Financial
Kansas
$5.81M +$5.71M +133,043 New
BFA
248
Bill Few Associates
Pennsylvania
$5.78M +$208K +4,842 +4%
BL
249
Balentine LLC
Georgia
$5.73M
IA
250
Integrity Alliance
Iowa
$5.73M -$4.68K -109 -0.1%