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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
LWM
251
Lodestone Wealth Management
Washington
$5.33M
EFG
252
Ethos Financial Group
Pennsylvania
$5.32M
AF
253
Affiance Financial
Minnesota
$5.22M
ATPW
254
Ashton Thomas Private Wealth
Arizona
$5.1M
SCA
255
Scott Capital Advisors
Oregon
$5.1M
MIA
256
Milestone Investment Advisors
Wisconsin
$5.09M
CFB
257
Cullen/Frost Bankers
Texas
$5.02M
NECFA
258
New England Capital Financial Advisors
Connecticut
$5M
BWM
259
BlackDiamond Wealth Management
New York
$4.93M
CCFM
260
Clear Creek Financial Management
Washington
$4.84M
BFG
261
Bleakley Financial Group
New Jersey
$4.81M
EWA
262
EverSource Wealth Advisors
Alabama
$4.78M
GWP
263
Gateway Wealth Partners
Wisconsin
$4.73M
AGP
264
Aspire Growth Partners
Florida
$4.72M
RFS
265
RM Financial Services
Maine
$4.64M
Betterment LLC
266
Betterment LLC
New York
$4.62M
PAS
267
Park Avenue Securities
New York
$4.62M
VFG
268
Victory Financial Group
Texas
$4.6M
CF
269
Centaurus Financial
California
$4.57M
BC
270
Bulwark Capital
Florida
$4.57M
FSBI
271
Fearless Solutions (Best Invest)
Texas
$4.54M
AIA
272
Armor Investment Advisors
North Carolina
$4.51M
IWM
273
IHT Wealth Management
Illinois
$4.49M
WA
274
WESPAC Advisors
California
$4.48M
CAL
275
Capital Analysts LLC
Pennsylvania
$4.47M