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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
AMG
326
APS Management Group
California
$3.68M +$510K +11,489 +15%
CW
327
CreativeOne Wealth
Kansas
$3.66M +$274K +6,161 +8%
CFG
328
Certior Financial Group
Pennsylvania
$3.65M +$396K +8,913 +12%
GPW
329
Genesis Private Wealth
Virginia
$3.64M +$585K +13,159 +18%
CA
330
Carson Advisory
Georgia
$3.54M +$64.1K +1,443 +2%
MHS
331
M Holdings Securities
Oregon
$3.51M +$1.03M +23,291 +45%
WWA
332
WCG Wealth Advisors
Nevada
$3.51M +$638K +14,363 +21%
Betterment LLC
333
Betterment LLC
New York
$3.49M -$1.05M -23,652 -22%
SS
334
Sunbelt Securities
Texas
$3.48M -$19.1K -429 -0.5%
EWA
335
EQ Wealth Advisors
Texas
$3.45M +$844K +19,007 +31%
SB
336
Strategic Blueprint
Georgia
$3.45M +$30.1K +677 +0.8%
JCM
337
Jacobi Capital Management
Pennsylvania
$3.4M +$125K +2,817 +4%
US Bancorp
338
US Bancorp
Minnesota
$3.4M -$790K -17,779 -18%
OPWM
339
Oxinas Partners Wealth Management
Indiana
$3.37M +$217K +4,882 +7%
AIFS
340
A&I Financial Services
Colorado
$3.3M -$70.6K -1,590 -2%
SWM
341
Silverlake Wealth Management
Vermont
$3.28M +$69.2K +1,558 +2%
ATS
342
Ashton Thomas Securities
New York
$3.22M +$22.2K +500 +0.7%
IAIM
343
International Assets Investment Management
Florida
$3.16M -$347K -7,810 -10%
SW
344
StrongBox Wealth
Missouri
$3.08M +$389K +8,752 +14%
EC
345
Elequin Capital
New York
$3.07M +$3.2M +72,059 New
FC
346
Financial Council
Maryland
$3.06M +$660K +14,853 +26%
LC
347
Landaas & Company
Wisconsin
$3.03M +$190K +4,266 +6%
CFG
348
Cooper Financial Group
California
$3.01M -$43.6K -981 -1%
CAG
349
Curtis Advisory Group
California
$2.99M +$2.1M +47,215 +205%
FTS
350
Fifth Third Securities
Ohio
$2.96M +$283K +6,370 +10%