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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
251
First Pacific Financial
Washington
$6.1M
PCA
252
Pallas Capital Advisors
Massachusetts
$6.09M
NECFA
253
New England Capital Financial Advisors
Connecticut
$6.07M
AF
254
Affiance Financial
Minnesota
$6.05M
SAM
255
Smartleaf Asset Management
Massachusetts
$6M
CA
256
CGN Advisors
Kansas
$5.98M
SCA
257
Scott Capital Advisors
Oregon
$5.96M
HCA
258
Harpswell Capital Advisors
Maine
$5.94M
CHWM
259
Cauble & Harre Wealth Management
Missouri
$5.94M
MEAC
260
M.E. Allison & Co
Texas
$5.93M
UBS AM
261
UBS AM
Illinois
$5.88M
ASN
262
Advisory Services Network
Georgia
$5.87M
APW
263
Alliance Private Wealth
Massachusetts
$5.85M
GIA
264
Gladstone Institutional Advisory
Florida
$5.8M
SF
265
Steffes Financial
Kansas
$5.74M
MWM
266
Mascagni Wealth Management
Mississippi
$5.73M
CL
267
Choreo LLC
Illinois
$5.71M
ACM
268
Aurdan Capital Management
Pennsylvania
$5.71M
CCFM
269
Clear Creek Financial Management
Washington
$5.64M
BL
270
Balentine LLC
Georgia
$5.59M
LWM
271
Lodestone Wealth Management
Washington
$5.56M
MIA
272
Milestone Investment Advisors
Wisconsin
$5.55M
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$5.53M
SWIM
274
Smallwood Wealth Investment Management
New Jersey
$5.53M
AIP
275
Ameritas Investment Partners
Nebraska
$5.52M