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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
FPF
251
First Pacific Financial
Washington
$5.69M +$1.97M +45,839 +54%
ASN
252
Advisory Services Network
Georgia
$5.63M +$193K +4,500 +4%
GIA
253
Gladstone Institutional Advisory
Florida
$5.62M +$528K +12,294 +11%
Cerity Partners
254
Cerity Partners
New York
$5.59M +$2.83M +65,902 +106%
VIPI
255
Vista Investment Partners II
Indiana
$5.49M +$5.4M +125,778 New
MWM
256
Mascagni Wealth Management
Mississippi
$5.49M +$709K +16,501 +15%
SWIM
257
Smallwood Wealth Investment Management
New Jersey
$5.41M +$216K +5,031 +4%
LWM
258
Lodestone Wealth Management
Washington
$5.33M -$59K -1,373 -1%
EFG
259
Ethos Financial Group
Pennsylvania
$5.32M +$5.23M +121,807 New
AF
260
Affiance Financial
Minnesota
$5.22M +$534K +12,441 +12%
GCM
261
Gunpowder Capital Management
Maryland
$5.16M +$5.07M +118,171 New
ATPW
262
Ashton Thomas Private Wealth
Arizona
$5.1M +$622K +14,483 +14%
SCA
263
Scott Capital Advisors
Oregon
$5.1M +$1.14M +26,483 +29%
MIA
264
Milestone Investment Advisors
Wisconsin
$5.09M +$1.35M +31,406 +37%
CFB
265
Cullen/Frost Bankers
Texas
$5.02M +$808K +18,817 +20%
NECFA
266
New England Capital Financial Advisors
Connecticut
$5M +$660K +15,377 +16%
BWM
267
BlackDiamond Wealth Management
New York
$4.93M +$289K +6,737 +7%
CCFM
268
Clear Creek Financial Management
Washington
$4.84M +$154K +3,597 +3%
BFG
269
Bleakley Financial Group
New Jersey
$4.81M +$57.8K +1,347 +1%
EWA
270
EverSource Wealth Advisors
Alabama
$4.78M +$381K +8,869 +9%
GWP
271
Gateway Wealth Partners
Wisconsin
$4.73M +$3.11M +72,441 +202%
AGP
272
Aspire Growth Partners
Florida
$4.72M +$221K +5,157 +5%
RFS
273
RM Financial Services
Maine
$4.64M +$4.57M +106,414 New
Betterment LLC
274
Betterment LLC
New York
$4.62M -$546K -12,714 -11%
PAS
275
Park Avenue Securities
New York
$4.62M +$538K +12,539 +13%