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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
FFN
326
Focus Financial Network
Minnesota
$2.99M
WWA
327
WCG Wealth Advisors
Nevada
$2.97M
TCG
328
Transcendent Capital Group
Oklahoma
$2.97M
LC
329
Landaas & Company
Wisconsin
$2.92M
TCWM
330
Total Clarity Wealth Management
Illinois
$2.91M
LPAM
331
Lodestar Private Asset Management
California
$2.88M
KFP
332
KMG Fiduciary Partners
Ohio
$2.83M
CPA
333
Clear Point Advisors
New York
$2.82M
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$2.81M
SW
335
StrongBox Wealth
Missouri
$2.78M
BCM
336
Brookstone Capital Management
Illinois
$2.76M
FTS
337
Fifth Third Securities
Ohio
$2.76M
MWM
338
Meridian Wealth Management
Kentucky
$2.73M
EWA
339
EQ Wealth Advisors
Texas
$2.71M
SWA
340
Stratos Wealth Advisors
Ohio
$2.67M
GCA
341
Greenwood Capital Associates
South Carolina
$2.67M
PWM
342
Perigon Wealth Management
California
$2.65M
AIM
343
Advyzon Investment Management
Illinois
$2.53M
FC
344
Financial Council
Maryland
$2.49M
BWG
345
Beta Wealth Group
California
$2.45M
EA
346
Everpar Advisors
Oklahoma
$2.44M
KFAS
347
Keating Financial Advisory Services
Kansas
$2.4M
RCA
348
Riverview Capital Advisers
Massachusetts
$2.39M
OWM
349
Orca Wealth Management
Florida
$2.38M
Creative Planning
350
Creative Planning
Kansas
$2.28M