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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
WOSD
426
WFA of San Diego
California
$1.32M -$6.1K -142 -0.5%
TSMHT
427
Thurston Springer Miller Herd & Titak
Indiana
$1.31M +$1.11M +25,845 +631%
PA
428
ProCore Advisors
California
$1.3M +$1.28M +29,863 New
Brown Advisory
429
Brown Advisory
Maryland
$1.27M +$36.6K +853 +3%
IAS
430
Investment Advisory Services
Texas
$1.22M +$150K +3,495 +14%
EFG
431
Elm3 Financial Group
Georgia
$1.21M -$210K -4,890 -15%
AA
432
Auxano Advisors
Washington
$1.18M +$1.16M +26,996 New
CFA
433
CWS Financial Advisors
Michigan
$1.16M +$48.8K +1,137 +4%
CHAM
434
Clear Harbor Asset Management
Connecticut
$1.15M +$1.14M +26,450 New
AC
435
AlphaCore Capital
California
$1.15M +$25.9K +603 +2%
BIP
436
Blueprint Investment Partners
North Carolina
$1.13M +$483K +11,252 +76%
WIM
437
Westside Investment Management
California
$1.1M +$186K +4,324 +21%
BFA
438
Blueprint Financial Advisors
North Carolina
$1.09M +$443K +10,315 +70%
MCA
439
Magnolia Capital Advisors
Mississippi
$1.08M +$58K +1,351 +6%
MFG
440
Mann Financial Group
Minnesota
$1.08M -$88K -2,050 -8%
FLPIM
441
F.L. Putnam Investment Management
Massachusetts
$1.07M -$105K -2,457 -9%
BC
442
Barrett & Company
Rhode Island
$1.07M -$76.9K -1,792 -7%
SIS
443
Strategic Investment Solutions
Illinois
$1.07M +$204K +4,742 +24%
CAC
444
Certified Advisory Corp
Florida
$1.07M +$7.94K +185 +0.8%
CAG
445
Curtis Advisory Group
California
$1M -$1.11M -25,956 -53%
OWA
446
OakTrust Wealth Advisors
Connecticut
$961K +$946K +22,029 New
WA
447
Whipplewood Advisors
Colorado
$959K +$481K +11,200 +104%
MFA
448
Mayflower Financial Advisors
Massachusetts
$955K +$19.8K +462 +2%
NWMG
449
National Wealth Management Group
Ohio
$949K +$129K +2,994 +16%
OWA
450
ORBA Wealth Advisors
Illinois
$945K