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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
VIPI
251
Vista Investment Partners II
Indiana
$5.49M
MWM
252
Mascagni Wealth Management
Mississippi
$5.49M
SWIM
253
Smallwood Wealth Investment Management
New Jersey
$5.41M
LWM
254
Lodestone Wealth Management
Washington
$5.33M
EFG
255
Ethos Financial Group
Pennsylvania
$5.32M
AF
256
Affiance Financial
Minnesota
$5.22M
GCM
257
Gunpowder Capital Management
Maryland
$5.16M
ATPW
258
Ashton Thomas Private Wealth
Arizona
$5.1M
SCA
259
Scott Capital Advisors
Oregon
$5.1M
MIA
260
Milestone Investment Advisors
Wisconsin
$5.09M
CFB
261
Cullen/Frost Bankers
Texas
$5.02M
NECFA
262
New England Capital Financial Advisors
Connecticut
$5M
BWM
263
BlackDiamond Wealth Management
New York
$4.93M
CCFM
264
Clear Creek Financial Management
Washington
$4.84M
BFG
265
Bleakley Financial Group
New Jersey
$4.81M
EWA
266
EverSource Wealth Advisors
Alabama
$4.78M
GWP
267
Gateway Wealth Partners
Wisconsin
$4.73M
AGP
268
Aspire Growth Partners
Florida
$4.72M
RFS
269
RM Financial Services
Maine
$4.64M
Betterment LLC
270
Betterment LLC
New York
$4.62M
PAS
271
Park Avenue Securities
New York
$4.62M
VFG
272
Victory Financial Group
Texas
$4.6M
CF
273
Centaurus Financial
California
$4.57M
BC
274
Bulwark Capital
Florida
$4.57M
FSBI
275
Fearless Solutions (Best Invest)
Texas
$4.54M