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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
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$5.53M +$2.91M +65,543 +102%
SWIM
277
Smallwood Wealth Investment Management
New Jersey
$5.53M +$264K +5,941 +5%
AIP
278
Ameritas Investment Partners
Nebraska
$5.52M +$2.63M +59,217 +84%
CAL
279
Capital Analysts LLC
Pennsylvania
$5.47M +$1.16M +26,000 +25%
JHC
280
J. Hagan Capital
Kentucky
$5.46M +$1.24M +27,981 +28%
CA
281
Cornerstone Advisory
Maryland
$5.4M +$5.64M +126,876 New
BW
282
Bravera Wealth
North Dakota
$5.28M +$866K +19,486 +19%
DIM
283
Delta Investment Management
California
$5.27M -$2.41M -54,166 -30%
GCM
284
Gunpowder Capital Management
Maryland
$5.24M +$218K +4,914 +4%
EW
285
Expressive Wealth
Illinois
$5.2M +$904K +20,350 +23%
IWM
286
IHT Wealth Management
Illinois
$5.15M +$809K +18,200 +18%
BFG
287
Bleakley Financial Group
New Jersey
$5.12M +$446K +10,041 +9%
KWA
288
Kingswood Wealth Advisors
California
$5.11M +$1.85M +41,627 +53%
RFS
289
RM Financial Services
Maine
$5.06M +$559K +12,593 +12%
AGP
290
Aspire Growth Partners
Florida
$5.02M +$441K +9,918 +9%
CWM
291
Cornerstone Wealth Management
Missouri
$4.99M +$3.01M +67,830 +137%
SWM
292
Spire Wealth Management
Virginia
$4.98M +$800K +18,010 +18%
PAS
293
Park Avenue Securities
New York
$4.93M +$447K +10,062 +10%
HP
294
Holistic Planning
Texas
$4.92M +$1.28M +28,922 +33%
EWA
295
EverSource Wealth Advisors
Alabama
$4.85M +$196K +4,419 +4%
LHEI
296
Leo H. Evart Inc
California
$4.8M +$5.01M +112,847 New
HAS
297
HBW Advisory Services
California
$4.78M +$1.05M +23,617 +27%
BWM
298
BlackDiamond Wealth Management
New York
$4.73M +$136K +3,069 +3%
FFN
299
Focus Financial Network
Minnesota
$4.72M +$1.88M +42,246 +62%
BWA
300
BlueChip Wealth Advisors
Georgia
$4.71M -$2.57M -57,933 -34%