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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
AA
426
Auxano Advisors
Washington
$1.18M
CFA
427
CWS Financial Advisors
Michigan
$1.16M
CHAM
428
Clear Harbor Asset Management
Connecticut
$1.15M
AC
429
AlphaCore Capital
California
$1.15M
BIP
430
Blueprint Investment Partners
North Carolina
$1.13M
WIM
431
Westside Investment Management
California
$1.1M
BFA
432
Blueprint Financial Advisors
North Carolina
$1.09M
MCA
433
Magnolia Capital Advisors
Mississippi
$1.08M
MFG
434
Mann Financial Group
Minnesota
$1.08M
FLPIM
435
F.L. Putnam Investment Management
Massachusetts
$1.07M
BC
436
Barrett & Company
Rhode Island
$1.07M
SIS
437
Strategic Investment Solutions
Illinois
$1.07M
CAC
438
Certified Advisory Corp
Florida
$1.07M
CAG
439
Curtis Advisory Group
California
$1M
OWA
440
OakTrust Wealth Advisors
Connecticut
$961K
WA
441
Whipplewood Advisors
Colorado
$959K
MFA
442
Mayflower Financial Advisors
Massachusetts
$955K
NWMG
443
National Wealth Management Group
Ohio
$949K
OWA
444
ORBA Wealth Advisors
Illinois
$945K
SFGM
445
Stonebridge Financial Group (Missouri)
Missouri
$944K
AWC
446
Adamsbrown Wealth Consultants
Kansas
$941K
BPC
447
Banque Pictet & Cie
Switzerland
$937K
Bank of Montreal
448
Bank of Montreal
Ontario, Canada
$931K
FA
449
Freestate Advisors
Kansas
$906K
KeyBank National Association
450
KeyBank National Association
Ohio
$883K