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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$655K
Puts
$624K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
376
Lantz Financial
Illinois
$1.87M
HNWAG
377
High Net Worth Advisory Group
Florida
$1.85M
DAS
378
Diversify Advisory Services
Utah
$1.84M
WA
379
Wealth Alliance
New York
$1.84M
BB
380
Burford Brothers
Texas
$1.84M
LA
381
Lynch & Associates
Indiana
$1.84M
SWGC
382
Summit Wealth Group (Colorado)
Colorado
$1.82M
PAS
383
Parsonex Advisory Services
Colorado
$1.82M
CCA
384
Cypress Capital Advisors
Tennessee
$1.75M
RK
385
Rather & Kittrell
Tennessee
$1.75M
SGI
386
Summit Global Investments
Utah
$1.73M
GFG
387
Goldstone Financial Group
Illinois
$1.72M
SCM
388
Saxony Capital Management
Missouri
$1.71M
WCP
389
Wealthcare Capital Partners
Pennsylvania
$1.71M
TWM
390
Trinity Wealth Management
Pennsylvania
$1.69M
CMAI
391
Capital Management Associates Inc
Minnesota
$1.67M
TWM
392
Trueblood Wealth Management
Ohio
$1.66M
BAG
393
Bridgewealth Advisory Group
California
$1.65M
DAS
394
DMKC Advisory Services
Iowa
$1.65M
PTC
395
Private Trust Company
Ohio
$1.64M
LSIA
396
LaSalle St. Investment Advisors
Illinois
$1.6M
IIWM
397
Investment Insight Wealth Management
New York
$1.6M
BAM
398
Belpointe Asset Management
Nevada
$1.58M
HFS
399
Hopwood Financial Services
Virginia
$1.58M
WA
400
Waverly Advisors
Alabama
$1.58M