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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
ATS
326
Ashton Thomas Securities
New York
$3.28M -$8.59K -200 -0.3%
AMG
327
APS Management Group
California
$3.27M +$3.22M +75,043 New
DWM
328
Diversify Wealth Management
Utah
$3.24M +$1.16M +27,035 +59%
OPWM
329
Oxinas Partners Wealth Management
Indiana
$3.24M +$2.95M +68,662 +1,233%
GPW
330
Genesis Private Wealth
Virginia
$3.16M +$2.04M +47,616 +192%
TPBG
331
Turning Point Benefit Group
Maryland
$3.16M +$679K +15,825 +28%
CFG
332
Cooper Financial Group
California
$3.13M -$1.24M -28,963 -29%
AIP
333
Ameritas Investment Partners
Nebraska
$3.08M +$134K +3,131 +5%
CA
334
Calton & Associates
Florida
$2.99M +$881K +20,520 +43%
FFN
335
Focus Financial Network
Minnesota
$2.99M +$182K +4,243 +7%
WWA
336
WCG Wealth Advisors
Nevada
$2.97M +$1.87M +43,542 +178%
TCG
337
Transcendent Capital Group
Oklahoma
$2.97M -$77K -1,793 -3%
LC
338
Landaas & Company
Wisconsin
$2.92M +$1.72M +40,058 +149%
TCWM
339
Total Clarity Wealth Management
Illinois
$2.91M +$216K +5,039 +8%
LPAM
340
Lodestar Private Asset Management
California
$2.88M -$443K -10,326 -14%
KFP
341
KMG Fiduciary Partners
Ohio
$2.83M -$6.74K -157 -0.2%
CPA
342
Clear Point Advisors
New York
$2.82M +$307K +7,141 +12%
PFGIA
343
Patriot Financial Group Insurance Agency
Massachusetts
$2.81M +$124K +2,896 +5%
SW
344
StrongBox Wealth
Missouri
$2.78M +$102K +2,377 +4%
BCM
345
Brookstone Capital Management
Illinois
$2.76M -$548K -12,771 -17%
FTS
346
Fifth Third Securities
Ohio
$2.76M +$117K +2,724 +5%
MWM
347
Meridian Wealth Management
Kentucky
$2.73M +$386 +9 +0%
EWA
348
EQ Wealth Advisors
Texas
$2.71M +$948K +22,089 +55%
SWA
349
Stratos Wealth Advisors
Ohio
$2.67M +$1.42K +33 +0.1%
GCA
350
Greenwood Capital Associates
South Carolina
$2.67M +$2.62M +61,090 New