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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
KOMWMG
401
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M
LGWM
402
Litman Gregory Wealth Management
California
$1.51M
RMP
403
Richards, Merrill & Peterson
Washington
$1.5M
NL
404
NWAM LLC
Washington
$1.49M
CAM
405
CPA Asset Management
Florida
$1.49M
IAN
406
Integrated Advisors Network
Texas
$1.48M
FA
407
Fiduciary Alliance
South Carolina
$1.39M
4WM
408
44 Wealth Management
Oregon
$1.38M
SIM
409
Stratos Investment Management
Ohio
$1.37M
SEP
410
Southland Equity Partners
Missouri
$1.37M
SW
411
SteelPeak Wealth
California
$1.37M
TWM
412
Tradition Wealth Management
Minnesota
$1.34M
WOSD
413
WFA of San Diego
California
$1.32M
TSMHT
414
Thurston Springer Miller Herd & Titak
Indiana
$1.31M
PA
415
ProCore Advisors
California
$1.3M
Brown Advisory
416
Brown Advisory
Maryland
$1.27M
IAS
417
Investment Advisory Services
Texas
$1.22M
EFG
418
Elm3 Financial Group
Georgia
$1.21M
AA
419
Auxano Advisors
Washington
$1.18M
CFA
420
CWS Financial Advisors
Michigan
$1.16M
CHAM
421
Clear Harbor Asset Management
Connecticut
$1.15M
AC
422
AlphaCore Capital
California
$1.15M
BIP
423
Blueprint Investment Partners
North Carolina
$1.13M
WIM
424
Westside Investment Management
California
$1.1M
BFA
425
Blueprint Financial Advisors
North Carolina
$1.09M