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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
401
OneAscent Financial Services
Alabama
$1.82M
SCM
402
Saxony Capital Management
Missouri
$1.82M
BAG
403
Bridgewealth Advisory Group
California
$1.8M
HWM
404
HB Wealth Management
Georgia
$1.79M
MCA
405
MSH Capital Advisors
Arizona
$1.79M
TWM
406
Trinity Wealth Management
Pennsylvania
$1.78M
SW
407
Simplicity Wealth
New Jersey
$1.77M
HFS
408
Hopwood Financial Services
Virginia
$1.76M
SGI
409
Summit Global Investments
Utah
$1.76M
CMAI
410
Capital Management Associates Inc
Minnesota
$1.76M
TFA
411
Transamerica Financial Advisors
Florida
$1.75M
JIG
412
Junk Investment Group
Maryland
$1.72M
RK
413
Rather & Kittrell
Tennessee
$1.71M
GS
414
GTS Securities
New York
$1.7M
BAM
415
Belpointe Asset Management
Nevada
$1.7M
TWM
416
Trueblood Wealth Management
Ohio
$1.69M
WIM
417
Westside Investment Management
California
$1.68M
CCA
418
Cypress Capital Advisors
Tennessee
$1.64M
IIWM
419
Investment Insight Wealth Management
New York
$1.63M
GFG
420
Goldstone Financial Group
Illinois
$1.61M
KOMWMG
421
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.6M
LSIA
422
LaSalle St. Investment Advisors
Illinois
$1.59M
VT
423
Vise Technologies
New York
$1.58M
SEP
424
Southland Equity Partners
Missouri
$1.58M
PFA
425
Professional Financial Advisors
Nebraska
$1.56M