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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
SF
251
Summit Financial
New Jersey
$6.19M +$2.36M +53,158 +58%
ATPW
252
Ashton Thomas Private Wealth
Arizona
$6.16M +$1.24M +27,932 +24%
GWM
253
Greenline Wealth Management
Florida
$6.12M +$213K +4,783 +3%
FPF
254
First Pacific Financial
Washington
$6.1M +$577K +12,976 +10%
PCA
255
Pallas Capital Advisors
Massachusetts
$6.09M -$1.01M -22,839 -14%
NECFA
256
New England Capital Financial Advisors
Connecticut
$6.07M +$1.26M +28,319 +25%
AF
257
Affiance Financial
Minnesota
$6.05M +$1M +22,602 +19%
SAM
258
Smartleaf Asset Management
Massachusetts
$6M +$463K +10,426 +8%
CA
259
CGN Advisors
Kansas
$5.98M +$153K +3,453 +3%
SCA
260
Scott Capital Advisors
Oregon
$5.96M +$733K +16,502 +14%
HCA
261
Harpswell Capital Advisors
Maine
$5.94M +$22.2K +500 +0.4%
CHWM
262
Cauble & Harre Wealth Management
Missouri
$5.94M -$2.05M -46,053 -27%
MEAC
263
M.E. Allison & Co
Texas
$5.93M +$243K +5,477 +4%
UBS AM
264
UBS AM
Illinois
$5.88M +$6.07M +136,706 +8,449%
ASN
265
Advisory Services Network
Georgia
$5.87M +$397K +8,934 +7%
APW
266
Alliance Private Wealth
Massachusetts
$5.85M +$55.4K +1,246 +0.9%
GIA
267
Gladstone Institutional Advisory
Florida
$5.8M +$336K +7,552 +6%
SF
268
Steffes Financial
Kansas
$5.74M +$83.3K +1,875 +1%
MWM
269
Mascagni Wealth Management
Mississippi
$5.73M +$399K +8,986 +7%
CL
270
Choreo LLC
Illinois
$5.71M -$285K -6,413 -5%
ACM
271
Aurdan Capital Management
Pennsylvania
$5.71M -$58.9K -1,326 -1%
CCFM
272
Clear Creek Financial Management
Washington
$5.64M +$968K +21,787 +20%
BL
273
Balentine LLC
Georgia
$5.59M
LWM
274
Lodestone Wealth Management
Washington
$5.56M +$386K +8,683 +7%
MIA
275
Milestone Investment Advisors
Wisconsin
$5.55M +$614K +13,819 +12%