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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
PFA
426
Professional Financial Advisors
Nebraska
$1.56M +$34.6K +778 +2%
AWM
427
AE Wealth Management
Kansas
$1.54M +$928K +20,888 +137%
4WM
428
44 Wealth Management
Oregon
$1.53M +$199K +4,486 +14%
TSMHT
429
Thurston Springer Miller Herd & Titak
Indiana
$1.51M +$247K +5,559 +19%
Bank of Montreal
430
Bank of Montreal
Ontario, Canada
$1.5M +$623K +14,027 +66%
CFA
431
CWS Financial Advisors
Michigan
$1.46M +$345K +7,776 +29%
FA
432
Fiduciary Alliance
South Carolina
$1.42M -$17.8K -401 -1%
NL
433
NWAM LLC
Washington
$1.42M -$5.2K -117 -0.3%
IAS
434
Investment Advisory Services
Texas
$1.33M +$148K +3,335 +12%
TWM
435
Tradition Wealth Management
Minnesota
$1.33M +$25.4K +572 +2%
TPBG
436
Turning Point Benefit Group
Maryland
$1.32M -$1.84M -41,497 -57%
WOSD
437
WFA of San Diego
California
$1.26M -$22.3K -501 -2%
WP
438
WealthSpring Partners
California
$1.26M +$1.31M +29,502 New
PI
439
PFG Investments
New York
$1.24M +$633K +14,248 +96%
Brown Advisory
440
Brown Advisory
Maryland
$1.23M -$6.18K -139 -0.5%
PA
441
ProCore Advisors
California
$1.18M -$89.6K -2,017 -7%
EFG
442
Elm3 Financial Group
Georgia
$1.18M +$3.02K +68 +0.2%
BIP
443
Blueprint Investment Partners
North Carolina
$1.17M +$71.6K +1,612 +6%
MFA
444
Mayflower Financial Advisors
Massachusetts
$1.17M +$253K +5,702 +26%
Corient Private Wealth
445
Corient Private Wealth
Florida
$1.17M +$500K +11,248 +70%
IWN
446
Independent Wealth Network
Iowa
$1.17M +$1.22M +27,408 New
AA
447
Auxano Advisors
Washington
$1.15M
BFA
448
Blueprint Financial Advisors
North Carolina
$1.14M +$78.4K +1,764 +7%
AC
449
AlphaCore Capital
California
$1.14M +$18.9K +425 +2%
CAG
450
Csenge Advisory Group
Florida
$1.13M +$331K +7,454 +39%