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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
KFGK
376
Keystone Financial Group (Kentucky)
Kentucky
$2.4M +$531K +11,958 +27%
OWM
377
Orca Wealth Management
Florida
$2.23M -$29.3K -659 -1%
RA
378
Rubicon Advisors
California
$2.22M +$1.82M +41,044 +365%
CIM
379
Capital Investment Management
Missouri
$2.22M +$229K +5,147 +11%
HA
380
Herold Advisors
New York
$2.21M +$38K +856 +2%
APA
381
Astoria Portfolio Advisors
New York
$2.2M +$138K +3,105 +7%
BWG
382
Beta Wealth Group
California
$2.18M -$219K -4,919 -9%
WFS
383
Widmann Financial Services
Maryland
$2.17M +$205K +4,610 +10%
Creative Planning
384
Creative Planning
Kansas
$2.17M -$62.9K -1,415 -3%
NFA
385
Northwest Financial Advisors
Virginia
$2.13M +$269K +6,061 +14%
PAS
386
Parsonex Advisory Services
Colorado
$2.09M +$331K +7,461 +18%
IA
387
Integrity Alliance
Iowa
$2.09M -$3.65M -82,129 -63%
PTC
388
Private Trust Company
Ohio
$2.07M +$490K +11,023 +29%
HNWAG
389
High Net Worth Advisory Group
Florida
$2.03M +$236K +5,307 +13%
EA
390
Everpar Advisors
Oklahoma
$2M -$394K -8,876 -16%
WA
391
Waverly Advisors
Alabama
$1.97M +$446K +10,029 +28%
WCP
392
Wealthcare Capital Partners
Pennsylvania
$1.95M +$296K +6,663 +17%
SWGC
393
Summit Wealth Group (Colorado)
Colorado
$1.92M +$145K +3,260 +8%
ZI
394
ZEGA Investments
Florida
$1.9M -$58.4K -1,314 -3%
DAS
395
DMKC Advisory Services
Iowa
$1.89M +$300K +6,759 +18%
OWA
396
OakTrust Wealth Advisors
Connecticut
$1.89M +$994K +22,372 +102%
BB
397
Burford Brothers
Texas
$1.88M +$90.6K +2,039 +5%
PWM
398
Pines Wealth Management
North Carolina
$1.85M -$136K -3,058 -7%
MWA
399
Medallion Wealth Advisors
Connecticut
$1.83M +$338K +7,613 +21%
GS
400
GWN Securities
Florida
$1.82M +$311K +7,007 +20%