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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
HP
301
Holistic Planning
Texas
$3.78M +$603K +14,045 +19%
FFA
302
Farther Finance Advisors
California
$3.78M +$1.98M +46,000 +113%
KCIC
303
Kuhn & Co Investment Counsel
Illinois
$3.76M +$439K +10,235 +13%
AWA
304
Arkadios Wealth Advisors
Georgia
$3.66M +$1.35M +31,497 +60%
RYIA
305
Roehl & Yi Investment Advisors
Oregon
$3.6M +$927K +21,583 +33%
SS
306
Sunbelt Securities
Texas
$3.59M -$42K -978 -1%
CA
307
Carson Advisory
Georgia
$3.57M +$114K +2,657 +3%
TFP
308
TrueWealth Financial Partners
Washington
$3.57M +$3.51M +81,862 New
TBF
309
True Blue Financial
Michigan
$3.57M +$3.51M +81,862 New
IAIM
310
International Assets Investment Management
Florida
$3.56M +$2.29M +53,316 +188%
SCM
311
SOL Capital Management
Maryland
$3.54M +$77.3K +1,800 +2%
SB
312
Strategic Blueprint
Georgia
$3.51M -$27M -628,457 -89%
CIA
313
Capital Investment Advisors
Georgia
$3.51M +$461K +10,725 +15%
CW
314
CreativeOne Wealth
Kansas
$3.49M +$2.73M +63,636 +391%
AIFS
315
A&I Financial Services
Colorado
$3.45M +$35.6K +829 +1%
NWA
316
Navis Wealth Advisors
New York
$3.43M +$3.37M +78,577 New
KWA
317
Kingswood Wealth Advisors
California
$3.43M +$3.37M +78,551 New
AI
318
Atria Investments
North Carolina
$3.4M -$1.17M -27,334 -26%
IASG
319
Investment Advisory Services Group
Florida
$3.38M +$3.32M +77,344 New
JCM
320
Jacobi Capital Management
Pennsylvania
$3.37M +$518K +12,057 +19%
CFG
321
Certior Financial Group
Pennsylvania
$3.36M +$72.5K +1,688 +2%
LA
322
Latitude Advisors
Florida
$3.32M +$222K +5,172 +7%
Comerica Bank
323
Comerica Bank
Texas
$3.31M +$298K +6,940 +10%
SWM
324
Silverlake Wealth Management
Vermont
$3.3M +$25.6K +596 +0.8%
SW
325
Simplicity Wealth
New Jersey
$3.28M +$1.74M +40,555 +117%