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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
CAG
451
Csenge Advisory Group
Florida
$839K
IF
452
Intrua Financial
Texas
$837K
CA
453
CapWealth Advisors
Tennessee
$833K
CWMS
454
Cannon Wealth Management Services
North Carolina
$832K
LWA
455
Lantern Wealth Advisors
New York
$830K
SFO
456
Stokes Family Office
Louisiana
$814K
CAS
457
Coppell Advisory Solutions
Texas
$807K
WF
458
Warner Financial
Maryland
$806K
AQR Capital Management
459
AQR Capital Management
Connecticut
$793K
SWM
460
SFG Wealth Management
Maryland
$790K
AC
461
Avant Capital
Louisiana
$786K
CIAS
462
Capital Investment Advisory Services
North Carolina
$784K
SFS
463
Sowell Financial Services
Arkansas
$782K
CWP
464
Core Wealth Partners
California
$781K
WWA
465
Wisconsin Wealth Advisors
Wisconsin
$778K
SCA
466
Snowden Capital Advisors
New York
$776K
SFS
467
Security Financial Services
Indiana
$771K
CCMG
468
Clark Capital Management Group
Pennsylvania
$764K
PAS
469
PKS Advisory Services
New York
$749K
QCM
470
QRG Capital Management
Illinois
$736K
AIM
471
Anchor Investment Management
South Carolina
$729K
NG
472
Norden Group
Utah
$722K
LC
473
Lincoln Capital
Nebraska
$715K
PNC Financial Services Group
474
PNC Financial Services Group
Pennsylvania
$714K
CIS
475
Continental Investors Services
Washington
$714K