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Capital Group Dividend Value ETF

728 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Secure Asset Management
Michigan
$8.09M +$229K +5,147 +3%
FFA
227
Farther Finance Advisors
California
$7.89M +$4.34M +97,693 +113%
PCIA
228
Prime Capital Investment Advisors
Kansas
$7.82M +$1.19M +26,876 +17%
OIA
229
OneDigital Investment Advisors
Kansas
$7.8M -$44.5K -1,002 -0.5%
Koshinski Asset Management
230
Koshinski Asset Management
Illinois
$7.57M -$138K -3,114 -2%
CF
231
Convergence Financial
Missouri
$7.55M +$1.21M +27,166 +18%
MOS
232
MGO One Seven
Ohio
$7.51M +$351K +7,892 +5%
LCWM
233
Legacy Capital Wealth Management
Texas
$7.23M +$197K +4,438 +3%
VC
234
Vicus Capital
Pennsylvania
$7.09M +$791K +17,802 +12%
MFG
235
MTM Financial Group
Pennsylvania
$6.95M +$136K +3,071 +2%
DC
236
Dahring Cusmano
Michigan
$6.83M +$7.14M +160,620 New
BHFP
237
Blom & Howell Financial Planning
California
$6.76M +$752K +16,919 +12%
RCA
238
Riverview Capital Advisers
Massachusetts
$6.72M +$4.59M +103,201 +188%
AF
239
Allworth Financial
California
$6.65M +$74.4K +1,675 +1%
AWM
240
Aprio Wealth Management
Georgia
$6.63M +$279K +6,284 +4%
AFP
241
Ausdal Financial Partners
Iowa
$6.56M +$552K +12,433 +9%
AWM
242
Accel Wealth Management
Iowa
$6.54M +$778K +17,522 +13%
QFPS
243
Quantum Financial Planning Services
Washington
$6.52M +$450K +10,139 +7%
FFWM
244
Future Financial Wealth Management
Ohio
$6.51M +$215K +4,845 +3%
BFA
245
Bill Few Associates
Pennsylvania
$6.47M +$878K +19,754 +15%
PIA
246
Perennial Investment Advisors
California
$6.47M +$612K +13,786 +10%
SIM
247
Synergy Investment Management
Florida
$6.47M +$56.1K +1,263 +0.8%
IASG
248
Investment Advisory Services Group
Florida
$6.37M +$3.22M +72,452 +94%
BWM
249
BNB Wealth Management
Maryland
$6.37M +$471K +10,601 +8%
CFB
250
Cullen/Frost Bankers
Texas
$6.26M +$1.42M +32,064 +28%