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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
351
Brookstone Capital Management
Illinois
$2.9M
AAP
352
Arax Advisory Partners
Colorado
$2.85M
TCG
353
Transcendent Capital Group
Oklahoma
$2.84M
TCWM
354
Total Clarity Wealth Management
Illinois
$2.78M
KFP
355
KMG Fiduciary Partners
Ohio
$2.78M
AWG
356
Altus Wealth Group
Colorado
$2.73M
AP
357
Advisortrust Partners
North Carolina
$2.72M
CPA
358
Clear Point Advisors
New York
$2.7M
ALA
359
Atlas Legacy Advisors
California
$2.69M
SWA
360
Stratos Wealth Advisors
Ohio
$2.66M
MWM
361
Meridian Wealth Management
Kentucky
$2.64M
MW
362
Merited Wealth
Florida
$2.64M
SWM
363
Selby Wealth Management
California
$2.64M
PWM
364
Perigon Wealth Management
California
$2.64M
Renaissance Technologies
365
Renaissance Technologies
New York
$2.63M
AI
366
Atria Investments
North Carolina
$2.59M
CA
367
Calton & Associates
Florida
$2.56M
IAG
368
Investment Advisory Group
Massachusetts
$2.55M
LA
369
Lynch & Associates
Indiana
$2.53M
KFAS
370
Keating Financial Advisory Services
Kansas
$2.52M
RMP
371
Richards, Merrill & Peterson
Washington
$2.52M
SFWC
372
Strategic Family Wealth Counselors
New Jersey
$2.47M
HIA
373
Harbor Investment Advisory
Maryland
$2.43M
LPAM
374
Lodestar Private Asset Management
California
$2.43M
KFGK
375
Keystone Financial Group (Kentucky)
Kentucky
$2.4M