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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
PWM
351
Perigon Wealth Management
California
$2.65M +$105K +2,448 +4%
AP
352
Advisortrust Partners
North Carolina
$2.57M +$2.53M +58,907 New
AIM
353
Advyzon Investment Management
Illinois
$2.53M +$1.13M +26,300 +83%
FC
354
Financial Council
Maryland
$2.49M +$664K +15,455 +37%
BWG
355
Beta Wealth Group
California
$2.45M -$44.5K -1,037 -2%
EA
356
Everpar Advisors
Oklahoma
$2.44M -$2.53M -58,893 -51%
KFAS
357
Keating Financial Advisory Services
Kansas
$2.4M +$2.36M +55,074 New
RCA
358
Riverview Capital Advisers
Massachusetts
$2.39M +$216K +5,031 +10%
OWM
359
Orca Wealth Management
Florida
$2.38M -$44.3K -1,032 -2%
Creative Planning
360
Creative Planning
Kansas
$2.28M +$525K +12,236 +31%
MHS
361
M Holdings Securities
Oregon
$2.25M +$2.21M +51,555 New
HIA
362
Harbor Investment Advisory
Maryland
$2.23M +$54.5K +1,269 +3%
HA
363
Herold Advisors
New York
$2.23M +$182K +4,231 +9%
SFWC
364
Strategic Family Wealth Counselors
New Jersey
$2.17M +$1.47M +34,177 +221%
CWM
365
Cornerstone Wealth Management
Missouri
$2.16M +$995K +23,182 +88%
AWM
366
Avior Wealth Management
Nebraska
$2.16M +$2.13M +49,572 New
ALA
367
Atlas Legacy Advisors
California
$2.1M +$264K +6,145 +15%
SWM
368
Selby Wealth Management
California
$2.07M +$2.04M +47,493 New
MW
369
Merited Wealth
Florida
$2.07M +$2.04M +47,434 New
CIM
370
Capital Investment Management
Missouri
$2.06M +$2.02M +47,123 New
WCFA
371
Walkner Condon Financial Advisors
Wisconsin
$2.05M +$798K +18,596 +65%
PWM
372
Pines Wealth Management
North Carolina
$2.03M +$22.2K +516 +1%
WFS
373
Widmann Financial Services
Maryland
$2.03M +$539K +12,547 +37%
APA
374
Astoria Portfolio Advisors
New York
$2.03M +$1.91M +44,572 New
ZI
375
ZEGA Investments
Florida
$2.01M +$1.97M +45,950 New