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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
SWP
276
Sagespring Wealth Partners
Tennessee
$4.45M
JHC
277
J. Hagan Capital
Kentucky
$4.38M
SWM
278
Spire Wealth Management
Virginia
$4.32M
LBC
279
Leigh Baldwin & Co
New York
$4.32M
US Bancorp
280
US Bancorp
Minnesota
$4.26M
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$4.25M
EPW
282
Endeavor Private Wealth
Kansas
$4.18M
TAM
283
Titleist Asset Management
Texas
$4.14M
Renaissance Technologies
284
Renaissance Technologies
New York
$4.08M
SF
285
Summit Financial
New Jersey
$4.01M
TPF
286
Tribridge Partners Financial
Maryland
$3.97M
EW
287
Expressive Wealth
Illinois
$3.89M
DAS
288
Dynamic Advisor Solutions
Arizona
$3.88M
HAS
289
HBW Advisory Services
California
$3.87M
SFGP
290
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.87M
OL
291
Owen LaRue
Kentucky
$3.87M
HP
292
Holistic Planning
Texas
$3.78M
FFA
293
Farther Finance Advisors
California
$3.78M
KCIC
294
Kuhn & Co Investment Counsel
Illinois
$3.76M
AWA
295
Arkadios Wealth Advisors
Georgia
$3.66M
RYIA
296
Roehl & Yi Investment Advisors
Oregon
$3.6M
SS
297
Sunbelt Securities
Texas
$3.59M
CA
298
Carson Advisory
Georgia
$3.57M
TFP
299
TrueWealth Financial Partners
Washington
$3.57M
TBF
300
True Blue Financial
Michigan
$3.57M