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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
CF
301
Centaurus Financial
California
$4.68M +$237K +5,344 +5%
Qube Research & Technologies (QRT)
302
Qube Research & Technologies (QRT)
United Kingdom
$4.6M +$4.8M +108,129 New
LBC
303
Leigh Baldwin & Co
New York
$4.58M +$380K +8,555 +9%
SFGP
304
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.55M +$811K +18,257 +21%
VFG
305
Victory Financial Group
Texas
$4.51M +$29.5K +664 +0.6%
SWP
306
Sagespring Wealth Partners
Tennessee
$4.48M +$148K +3,321 +3%
FSBI
307
Fearless Solutions (Best Invest)
Texas
$4.44M +$16.1K +362 +0.3%
GCA
308
Greenwood Capital Associates
South Carolina
$4.36M +$1.84M +41,519 +68%
TAM
309
Titleist Asset Management
Texas
$4.29M +$261K +5,864 +6%
BC
310
Bulwark Capital
Florida
$4.29M -$171K -3,856 -4%
EPW
311
Endeavor Private Wealth
Kansas
$4.29M +$205K +4,603 +5%
EFG
312
Ethos Financial Group
Pennsylvania
$4.26M -$977K -21,997 -18%
WA
313
Wealth Alliance
New York
$4.14M +$2.44M +54,965 +130%
KCIC
314
Kuhn & Co Investment Counsel
Illinois
$4.07M +$425K +9,576 +11%
WA
315
WESPAC Advisors
California
$4.04M -$341K -7,676 -7%
TBF
316
True Blue Financial
Michigan
$4.02M +$561K +12,619 +15%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$3.91M +$4.01M +90,367 +5,977%
TPF
318
Tribridge Partners Financial
Maryland
$3.87M -$12.1K -272 -0.3%
RYIA
319
Roehl & Yi Investment Advisors
Oregon
$3.85M +$348K +7,830 +9%
OL
320
Owen LaRue
Kentucky
$3.79M +$17.8K +400 +0.5%
VIPI
321
Vista Investment Partners II
Indiana
$3.79M -$1.63M -36,793 -29%
LA
322
Latitude Advisors
Florida
$3.72M +$511K +11,498 +15%
CIA
323
Capital Investment Advisors
Georgia
$3.7M +$293K +6,584 +8%
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$3.69M -$475K -10,700 -11%
DAS
325
Dynamic Advisor Solutions
Arizona
$3.69M -$92.6K -2,085 -2%