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Capital Group Dividend Value ETF

673 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 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
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
MHS
351
M Holdings Securities
Oregon
$2.25M
HIA
352
Harbor Investment Advisory
Maryland
$2.23M
HA
353
Herold Advisors
New York
$2.23M
SFWC
354
Strategic Family Wealth Counselors
New Jersey
$2.17M
CWM
355
Cornerstone Wealth Management
Missouri
$2.16M
AWM
356
Avior Wealth Management
Nebraska
$2.16M
ALA
357
Atlas Legacy Advisors
California
$2.1M
SWM
358
Selby Wealth Management
California
$2.07M
WCFA
359
Walkner Condon Financial Advisors
Wisconsin
$2.05M
PWM
360
Pines Wealth Management
North Carolina
$2.03M
WFS
361
Widmann Financial Services
Maryland
$2.03M
APA
362
Astoria Portfolio Advisors
New York
$2.03M
ZI
363
ZEGA Investments
Florida
$2.01M
KFGK
364
Keystone Financial Group (Kentucky)
Kentucky
$1.94M
NFA
365
Northwest Financial Advisors
Virginia
$1.92M
OFS
366
OneAscent Financial Services
Alabama
$1.91M
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
$1.91M
AWG
368
Altus Wealth Group
Colorado
$1.89M
LF
369
Lantz Financial
Illinois
$1.87M
HNWAG
370
High Net Worth Advisory Group
Florida
$1.85M
DAS
371
Diversify Advisory Services
Utah
$1.84M
WA
372
Wealth Alliance
New York
$1.84M
BB
373
Burford Brothers
Texas
$1.84M
LA
374
Lynch & Associates
Indiana
$1.84M
SWGC
375
Summit Wealth Group (Colorado)
Colorado
$1.82M