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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
SS
301
Sunbelt Securities
Texas
$3.59M
CA
302
Carson Advisory
Georgia
$3.57M
TFP
303
TrueWealth Financial Partners
Washington
$3.57M
TBF
304
True Blue Financial
Michigan
$3.57M
IAIM
305
International Assets Investment Management
Florida
$3.56M
SCM
306
SOL Capital Management
Maryland
$3.54M
SB
307
Strategic Blueprint
Georgia
$3.51M
CIA
308
Capital Investment Advisors
Georgia
$3.51M
CW
309
CreativeOne Wealth
Kansas
$3.49M
AIFS
310
A&I Financial Services
Colorado
$3.45M
NWA
311
Navis Wealth Advisors
New York
$3.43M
KWA
312
Kingswood Wealth Advisors
California
$3.43M
AI
313
Atria Investments
North Carolina
$3.4M
IASG
314
Investment Advisory Services Group
Florida
$3.38M
JCM
315
Jacobi Capital Management
Pennsylvania
$3.37M
CFG
316
Certior Financial Group
Pennsylvania
$3.36M
LA
317
Latitude Advisors
Florida
$3.32M
Comerica Bank
318
Comerica Bank
Texas
$3.31M
SWM
319
Silverlake Wealth Management
Vermont
$3.3M
SW
320
Simplicity Wealth
New Jersey
$3.28M
ATS
321
Ashton Thomas Securities
New York
$3.28M
AMG
322
APS Management Group
California
$3.27M
DWM
323
Diversify Wealth Management
Utah
$3.24M
OPWM
324
Oxinas Partners Wealth Management
Indiana
$3.24M
GPW
325
Genesis Private Wealth
Virginia
$3.16M