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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
ATPW
251
Ashton Thomas Private Wealth
Arizona
$6.16M
GWM
252
Greenline Wealth Management
Florida
$6.12M
FPF
253
First Pacific Financial
Washington
$6.1M
PCA
254
Pallas Capital Advisors
Massachusetts
$6.09M
NECFA
255
New England Capital Financial Advisors
Connecticut
$6.07M
AF
256
Affiance Financial
Minnesota
$6.05M
SAM
257
Smartleaf Asset Management
Massachusetts
$6M
CA
258
CGN Advisors
Kansas
$5.98M
SCA
259
Scott Capital Advisors
Oregon
$5.96M
HCA
260
Harpswell Capital Advisors
Maine
$5.94M
CHWM
261
Cauble & Harre Wealth Management
Missouri
$5.94M
MEAC
262
M.E. Allison & Co
Texas
$5.93M
UBS AM
263
UBS AM
Illinois
$5.88M
ASN
264
Advisory Services Network
Georgia
$5.87M
APW
265
Alliance Private Wealth
Massachusetts
$5.85M
GIA
266
Gladstone Institutional Advisory
Florida
$5.8M
SF
267
Steffes Financial
Kansas
$5.74M
MWM
268
Mascagni Wealth Management
Mississippi
$5.73M
CL
269
Choreo LLC
Illinois
$5.71M
ACM
270
Aurdan Capital Management
Pennsylvania
$5.71M
CCFM
271
Clear Creek Financial Management
Washington
$5.64M
BL
272
Balentine LLC
Georgia
$5.59M
LWM
273
Lodestone Wealth Management
Washington
$5.56M
MIA
274
Milestone Investment Advisors
Wisconsin
$5.55M
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$5.53M