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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
AIA
276
Armor Investment Advisors
North Carolina
$4.51M
IWM
277
IHT Wealth Management
Illinois
$4.49M
WA
278
WESPAC Advisors
California
$4.48M
CAL
279
Capital Analysts LLC
Pennsylvania
$4.47M
SWP
280
Sagespring Wealth Partners
Tennessee
$4.45M
JHC
281
J. Hagan Capital
Kentucky
$4.38M
SWM
282
Spire Wealth Management
Virginia
$4.32M
LBC
283
Leigh Baldwin & Co
New York
$4.32M
US Bancorp
284
US Bancorp
Minnesota
$4.26M
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$4.25M
EPW
286
Endeavor Private Wealth
Kansas
$4.18M
TAM
287
Titleist Asset Management
Texas
$4.14M
Renaissance Technologies
288
Renaissance Technologies
New York
$4.08M
SF
289
Summit Financial
New Jersey
$4.01M
TPF
290
Tribridge Partners Financial
Maryland
$3.97M
EW
291
Expressive Wealth
Illinois
$3.89M
DAS
292
Dynamic Advisor Solutions
Arizona
$3.88M
HAS
293
HBW Advisory Services
California
$3.87M
SFGP
294
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.87M
OL
295
Owen LaRue
Kentucky
$3.87M
HP
296
Holistic Planning
Texas
$3.78M
FFA
297
Farther Finance Advisors
California
$3.78M
KCIC
298
Kuhn & Co Investment Counsel
Illinois
$3.76M
AWA
299
Arkadios Wealth Advisors
Georgia
$3.66M
RYIA
300
Roehl & Yi Investment Advisors
Oregon
$3.6M