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Capital Group Dividend Value ETF

674 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 128 funds opening new positions, 401 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
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
IAIM
301
International Assets Investment Management
Florida
$3.56M
SCM
302
SOL Capital Management
Maryland
$3.54M
SB
303
Strategic Blueprint
Georgia
$3.51M
CIA
304
Capital Investment Advisors
Georgia
$3.51M
CW
305
CreativeOne Wealth
Kansas
$3.49M
AIFS
306
A&I Financial Services
Colorado
$3.45M
NWA
307
Navis Wealth Advisors
New York
$3.43M
KWA
308
Kingswood Wealth Advisors
California
$3.43M
AI
309
Atria Investments
North Carolina
$3.4M
IASG
310
Investment Advisory Services Group
Florida
$3.38M
JCM
311
Jacobi Capital Management
Pennsylvania
$3.37M
CFG
312
Certior Financial Group
Pennsylvania
$3.36M
LA
313
Latitude Advisors
Florida
$3.32M
Comerica Bank
314
Comerica Bank
Texas
$3.31M
SWM
315
Silverlake Wealth Management
Vermont
$3.3M
SW
316
Simplicity Wealth
New Jersey
$3.28M
ATS
317
Ashton Thomas Securities
New York
$3.28M
AMG
318
APS Management Group
California
$3.27M
DWM
319
Diversify Wealth Management
Utah
$3.24M
OPWM
320
Oxinas Partners Wealth Management
Indiana
$3.24M
GPW
321
Genesis Private Wealth
Virginia
$3.16M
TPBG
322
Turning Point Benefit Group
Maryland
$3.16M
CFG
323
Cooper Financial Group
California
$3.13M
AIP
324
Ameritas Investment Partners
Nebraska
$3.08M
CA
325
Calton & Associates
Florida
$2.99M