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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
VC
226
Vicus Capital
Pennsylvania
$6.5M
QFPS
227
Quantum Financial Planning Services
Washington
$6.24M
AFP
228
Ausdal Financial Partners
Iowa
$6.19M
CL
229
Choreo LLC
Illinois
$6.16M
APW
230
Alliance Private Wealth
Massachusetts
$6.1M
BWM
231
BNB Wealth Management
Maryland
$6.07M
HCA
232
Harpswell Capital Advisors
Maine
$6.07M
GWM
233
Greenline Wealth Management
Florida
$6.07M
FFWM
234
Future Financial Wealth Management
Ohio
$6.05M
PWA
235
PCG Wealth Advisors
Kansas
$6.04M
PIA
236
Perennial Investment Advisors
California
$6.04M
CA
237
CGN Advisors
Kansas
$5.99M
AWM
238
Accel Wealth Management
Iowa
$5.95M
ACM
239
Aurdan Capital Management
Pennsylvania
$5.91M
SAM
240
Smartleaf Asset Management
Massachusetts
$5.9M
MEAC
241
M.E. Allison & Co
Texas
$5.84M
EWP
242
Evergreen Wealth Partners
Montana
$5.82M
SF
243
Steffes Financial
Kansas
$5.81M
BFA
244
Bill Few Associates
Pennsylvania
$5.78M
BL
245
Balentine LLC
Georgia
$5.73M
IA
246
Integrity Alliance
Iowa
$5.73M
FPF
247
First Pacific Financial
Washington
$5.69M
ASN
248
Advisory Services Network
Georgia
$5.63M
GIA
249
Gladstone Institutional Advisory
Florida
$5.62M
Cerity Partners
250
Cerity Partners
New York
$5.59M