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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
SWIM
276
Smallwood Wealth Investment Management
New Jersey
$5.53M
AIP
277
Ameritas Investment Partners
Nebraska
$5.52M
CAL
278
Capital Analysts LLC
Pennsylvania
$5.47M
JHC
279
J. Hagan Capital
Kentucky
$5.46M
CA
280
Cornerstone Advisory
Maryland
$5.4M
BW
281
Bravera Wealth
North Dakota
$5.28M
DIM
282
Delta Investment Management
California
$5.27M
GCM
283
Gunpowder Capital Management
Maryland
$5.24M
EW
284
Expressive Wealth
Illinois
$5.2M
IWM
285
IHT Wealth Management
Illinois
$5.15M
BFG
286
Bleakley Financial Group
New Jersey
$5.12M
KWA
287
Kingswood Wealth Advisors
California
$5.11M
RFS
288
RM Financial Services
Maine
$5.06M
AGP
289
Aspire Growth Partners
Florida
$5.02M
CWM
290
Cornerstone Wealth Management
Missouri
$4.99M
SWM
291
Spire Wealth Management
Virginia
$4.98M
PAS
292
Park Avenue Securities
New York
$4.93M
HP
293
Holistic Planning
Texas
$4.92M
EWA
294
EverSource Wealth Advisors
Alabama
$4.85M
LHEI
295
Leo H. Evart Inc
California
$4.8M
HAS
296
HBW Advisory Services
California
$4.78M
BWM
297
BlackDiamond Wealth Management
New York
$4.73M
FFN
298
Focus Financial Network
Minnesota
$4.72M
BWA
299
BlueChip Wealth Advisors
Georgia
$4.71M
CF
300
Centaurus Financial
California
$4.68M