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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
VFG
276
Victory Financial Group
Texas
$4.6M +$2.02M +47,087 +81%
CF
277
Centaurus Financial
California
$4.57M +$4.51K +105 +0.1%
BW
278
Bravera Wealth
North Dakota
$4.57M +$4.5M +104,696 New
BC
279
Bulwark Capital
Florida
$4.57M +$292K +6,799 +7%
FSBI
280
Fearless Solutions (Best Invest)
Texas
$4.54M +$90.9K +2,116 +2%
AIA
281
Armor Investment Advisors
North Carolina
$4.51M -$85.9K -2,001 -2%
IWM
282
IHT Wealth Management
Illinois
$4.49M +$306K +7,117 +7%
WA
283
WESPAC Advisors
California
$4.48M +$1.7M +39,680 +63%
CAL
284
Capital Analysts LLC
Pennsylvania
$4.47M +$120K +2,797 +3%
SWP
285
Sagespring Wealth Partners
Tennessee
$4.45M +$211K +4,924 +5%
JHC
286
J. Hagan Capital
Kentucky
$4.38M +$4.31M +100,391 New
SWM
287
Spire Wealth Management
Virginia
$4.32M +$460K +10,720 +12%
LBC
288
Leigh Baldwin & Co
New York
$4.32M +$2.69M +62,590 +172%
US Bancorp
289
US Bancorp
Minnesota
$4.26M -$535K -12,449 -11%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$4.25M +$214K +4,990 +5%
EPW
291
Endeavor Private Wealth
Kansas
$4.18M +$221K +5,138 +6%
TAM
292
Titleist Asset Management
Texas
$4.14M +$3.42M +79,565 +516%
Renaissance Technologies
293
Renaissance Technologies
New York
$4.08M -$1.62M -37,800 -29%
SF
294
Summit Financial
New Jersey
$4.01M +$2.39M +55,772 +154%
TPF
295
Tribridge Partners Financial
Maryland
$3.97M -$319K -7,418 -8%
EW
296
Expressive Wealth
Illinois
$3.89M +$3.83M +89,216 New
DAS
297
Dynamic Advisor Solutions
Arizona
$3.88M -$2.4M -55,921 -39%
HAS
298
HBW Advisory Services
California
$3.87M +$1.57M +36,601 +70%
SFGP
299
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.87M +$493K +11,485 +15%
OL
300
Owen LaRue
Kentucky
$3.87M +$259K +6,027 +7%