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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
401
LaSalle St. Investment Advisors
Illinois
$1.6M +$202K +4,702 +15%
IIWM
402
Investment Insight Wealth Management
New York
$1.6M +$1.57M +36,655 New
BAM
403
Belpointe Asset Management
Nevada
$1.58M +$36.5K +851 +2%
HFS
404
Hopwood Financial Services
Virginia
$1.58M +$486K +11,324 +46%
WA
405
Waverly Advisors
Alabama
$1.58M +$1.13M +26,221 +263%
VT
406
Vise Technologies
New York
$1.58M +$1.55M +36,096 New
PFA
407
Professional Financial Advisors
Nebraska
$1.57M -$16.1K -375 -1%
MCA
408
MSH Capital Advisors
Arizona
$1.57M +$614K +14,293 +66%
GS
409
GWN Securities
Florida
$1.56M +$322K +7,490 +26%
HWM
410
HB Wealth Management
Georgia
$1.56M +$233K +5,422 +18%
MWA
411
Medallion Wealth Advisors
Connecticut
$1.55M +$152K +3,544 +11%
Citigroup
412
Citigroup
New York
$1.55M +$1.36M +31,657 +836%
IAG
413
Investment Advisory Group
Massachusetts
$1.54M +$839K +19,536 +123%
KOMWMG
414
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M +$25.1K +584 +2%
LGWM
415
Litman Gregory Wealth Management
California
$1.51M -$6.91K -161 -0.5%
RMP
416
Richards, Merrill & Peterson
Washington
$1.5M +$666K +15,500 +82%
NL
417
NWAM LLC
Washington
$1.49M +$106K +2,470 +8%
CAM
418
CPA Asset Management
Florida
$1.49M +$71.1K +1,657 +5%
IAN
419
Integrated Advisors Network
Texas
$1.48M +$1.18M +27,529 +426%
FA
420
Fiduciary Alliance
South Carolina
$1.39M -$5.97K -139 -0.4%
4WM
421
44 Wealth Management
Oregon
$1.38M +$59K +1,375 +5%
SIM
422
Stratos Investment Management
Ohio
$1.37M +$25.2K +586 +2%
SEP
423
Southland Equity Partners
Missouri
$1.37M +$221K +5,140 +20%
SW
424
SteelPeak Wealth
California
$1.37M -$689K -16,054 -34%
TWM
425
Tradition Wealth Management
Minnesota
$1.34M +$22.6K +527 +2%