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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
LF
401
Lantz Financial
Illinois
$1.82M +$3.64K +82 +0.2%
OFS
402
OneAscent Financial Services
Alabama
$1.82M -$40.2K -905 -2%
SCM
403
Saxony Capital Management
Missouri
$1.82M +$157K +3,532 +9%
BAG
404
Bridgewealth Advisory Group
California
$1.8M +$207K +4,650 +12%
HWM
405
HB Wealth Management
Georgia
$1.79M +$286K +6,430 +18%
MCA
406
MSH Capital Advisors
Arizona
$1.79M +$274K +6,169 +17%
TWM
407
Trinity Wealth Management
Pennsylvania
$1.78M +$143K +3,220 +8%
SW
408
Simplicity Wealth
New Jersey
$1.77M -$1.49M -33,547 -45%
HFS
409
Hopwood Financial Services
Virginia
$1.76M +$232K +5,218 +14%
SGI
410
Summit Global Investments
Utah
$1.76M +$77K +1,734 +4%
CMAI
411
Capital Management Associates Inc
Minnesota
$1.76M +$131K +2,955 +8%
TFA
412
Transamerica Financial Advisors
Florida
$1.75M +$928K +20,894 +104%
JIG
413
Junk Investment Group
Maryland
$1.72M +$1.79M +40,362 New
RK
414
Rather & Kittrell
Tennessee
$1.71M +$1.38K +31 +0.1%
GS
415
GTS Securities
New York
$1.7M +$1.77M +39,944 New
BAM
416
Belpointe Asset Management
Nevada
$1.7M +$162K +3,650 +10%
TWM
417
Trueblood Wealth Management
Ohio
$1.69M +$75K +1,688 +4%
WIM
418
Westside Investment Management
California
$1.68M +$631K +14,200 +56%
CCA
419
Cypress Capital Advisors
Tennessee
$1.64M -$73.3K -1,649 -4%
IIWM
420
Investment Insight Wealth Management
New York
$1.63M +$68.9K +1,551 +4%
GFG
421
Goldstone Financial Group
Illinois
$1.61M -$73.6K -1,656 -4%
KOMWMG
422
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.6M +$115K +2,580 +7%
LSIA
423
LaSalle St. Investment Advisors
Illinois
$1.59M +$31.4K +706 +2%
VT
424
Vise Technologies
New York
$1.58M
SEP
425
Southland Equity Partners
Missouri
$1.58M +$253K +5,691 +18%