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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
TPBG
326
Turning Point Benefit Group
Maryland
$3.16M
CFG
327
Cooper Financial Group
California
$3.13M
AIP
328
Ameritas Investment Partners
Nebraska
$3.08M
CA
329
Calton & Associates
Florida
$2.99M
FFN
330
Focus Financial Network
Minnesota
$2.99M
WWA
331
WCG Wealth Advisors
Nevada
$2.97M
TCG
332
Transcendent Capital Group
Oklahoma
$2.97M
LC
333
Landaas & Company
Wisconsin
$2.92M
TCWM
334
Total Clarity Wealth Management
Illinois
$2.91M
LPAM
335
Lodestar Private Asset Management
California
$2.88M
KFP
336
KMG Fiduciary Partners
Ohio
$2.83M
CPA
337
Clear Point Advisors
New York
$2.82M
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$2.81M
SW
339
StrongBox Wealth
Missouri
$2.78M
BCM
340
Brookstone Capital Management
Illinois
$2.76M
FTS
341
Fifth Third Securities
Ohio
$2.76M
MWM
342
Meridian Wealth Management
Kentucky
$2.73M
EWA
343
EQ Wealth Advisors
Texas
$2.71M
SWA
344
Stratos Wealth Advisors
Ohio
$2.67M
GCA
345
Greenwood Capital Associates
South Carolina
$2.67M
PWM
346
Perigon Wealth Management
California
$2.65M
AP
347
Advisortrust Partners
North Carolina
$2.57M
AIM
348
Advyzon Investment Management
Illinois
$2.53M
FC
349
Financial Council
Maryland
$2.49M
BWG
350
Beta Wealth Group
California
$2.45M