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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
WCFA
351
Walkner Condon Financial Advisors
Wisconsin
$2.95M +$994K +22,380 +48%
BCM
352
Brookstone Capital Management
Illinois
$2.9M +$222K +4,992 +8%
AAP
353
Arax Advisory Partners
Colorado
$2.85M +$2.58M +58,112 +666%
TCG
354
Transcendent Capital Group
Oklahoma
$2.84M -$56.6K -1,274 -2%
TCWM
355
Total Clarity Wealth Management
Illinois
$2.78M -$53.1K -1,195 -2%
KFP
356
KMG Fiduciary Partners
Ohio
$2.78M +$16.6K +373 +0.6%
AWG
357
Altus Wealth Group
Colorado
$2.73M +$928K +20,892 +48%
AP
358
Advisortrust Partners
North Carolina
$2.72M +$223K +5,015 +9%
CPA
359
Clear Point Advisors
New York
$2.7M -$48.7K -1,097 -2%
ALA
360
Atlas Legacy Advisors
California
$2.69M +$666K +14,989 +31%
SWA
361
Stratos Wealth Advisors
Ohio
$2.66M +$54.6K +1,229 +2%
MWM
362
Meridian Wealth Management
Kentucky
$2.64M -$21.9K -494 -0.8%
MW
363
Merited Wealth
Florida
$2.64M +$647K +14,569 +31%
SWM
364
Selby Wealth Management
California
$2.64M +$643K +14,481 +30%
PWM
365
Perigon Wealth Management
California
$2.64M +$51.8K +1,167 +2%
Renaissance Technologies
366
Renaissance Technologies
New York
$2.63M -$1.4M -31,600 -34%
AI
367
Atria Investments
North Carolina
$2.59M -$759K -17,086 -22%
CA
368
Calton & Associates
Florida
$2.56M -$375K -8,444 -12%
IAG
369
Investment Advisory Group
Massachusetts
$2.55M +$1.09M +24,565 +69%
LA
370
Lynch & Associates
Indiana
$2.53M +$772K +17,376 +41%
KFAS
371
Keating Financial Advisory Services
Kansas
$2.52M +$189K +4,262 +8%
RMP
372
Richards, Merrill & Peterson
Washington
$2.52M +$1.11M +24,945 +73%
SFWC
373
Strategic Family Wealth Counselors
New Jersey
$2.47M +$375K +8,435 +17%
HIA
374
Harbor Investment Advisory
Maryland
$2.43M +$266K +5,991 +12%
LPAM
375
Lodestar Private Asset Management
California
$2.43M -$398K -8,956 -14%