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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
OWM
376
Orca Wealth Management
Florida
$2.23M
RA
377
Rubicon Advisors
California
$2.22M
CIM
378
Capital Investment Management
Missouri
$2.22M
HA
379
Herold Advisors
New York
$2.21M
APA
380
Astoria Portfolio Advisors
New York
$2.2M
BWG
381
Beta Wealth Group
California
$2.18M
WFS
382
Widmann Financial Services
Maryland
$2.17M
Creative Planning
383
Creative Planning
Kansas
$2.17M
NFA
384
Northwest Financial Advisors
Virginia
$2.13M
PAS
385
Parsonex Advisory Services
Colorado
$2.09M
IA
386
Integrity Alliance
Iowa
$2.09M
PTC
387
Private Trust Company
Ohio
$2.07M
HNWAG
388
High Net Worth Advisory Group
Florida
$2.03M
EA
389
Everpar Advisors
Oklahoma
$2M
WA
390
Waverly Advisors
Alabama
$1.97M
WCP
391
Wealthcare Capital Partners
Pennsylvania
$1.95M
SWGC
392
Summit Wealth Group (Colorado)
Colorado
$1.92M
ZI
393
ZEGA Investments
Florida
$1.9M
DAS
394
DMKC Advisory Services
Iowa
$1.89M
OWA
395
OakTrust Wealth Advisors
Connecticut
$1.89M
BB
396
Burford Brothers
Texas
$1.88M
PWM
397
Pines Wealth Management
North Carolina
$1.85M
MWA
398
Medallion Wealth Advisors
Connecticut
$1.83M
GS
399
GWN Securities
Florida
$1.82M
LF
400
Lantz Financial
Illinois
$1.82M