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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
MCA
426
Magnolia Capital Advisors
Mississippi
$1.08M
MFG
427
Mann Financial Group
Minnesota
$1.08M
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$1.07M
BC
429
Barrett & Company
Rhode Island
$1.07M
SIS
430
Strategic Investment Solutions
Illinois
$1.07M
CAC
431
Certified Advisory Corp
Florida
$1.07M
CAG
432
Curtis Advisory Group
California
$1M
OWAL
433
OakTrust Wealth Advisors, LLC
Connecticut
$961K
WA
434
Whipplewood Advisors
Colorado
$959K
MFA
435
Mayflower Financial Advisors
Massachusetts
$955K
NWMG
436
National Wealth Management Group
Ohio
$949K
OWA
437
ORBA Wealth Advisors
Illinois
$945K
SFGM
438
Stonebridge Financial Group (Missouri)
Missouri
$944K
AWC
439
Adamsbrown Wealth Consultants
Kansas
$941K
BPC
440
Banque Pictet & Cie
Switzerland
$937K
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$931K
FA
442
Freestate Advisors
Kansas
$906K
KeyBank National Association
443
KeyBank National Association
Ohio
$883K
TFA
444
Transamerica Financial Advisors
Florida
$878K
Mercer Global Advisors
445
Mercer Global Advisors
Colorado
$873K
NF
446
NavPoint Financial
Minnesota
$871K
OP
447
ORG Partners
Indiana
$869K
FP
448
Financial Perspectives
Minnesota
$856K
SP
449
Stablepoint Partners
Massachusetts
$856K
BFP
450
Birchwood Financial Partners
Minnesota
$839K