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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
451
Lantern Wealth Advisors
New York
$1.11M
SIS
452
Strategic Investment Solutions
Illinois
$1.11M
RPGK
453
Retirement Planning Group (Kansas)
Kansas
$1.1M
NW
454
NewEdge Wealth
Pennsylvania
$1.09M
BC
455
Barrett & Company
Rhode Island
$1.05M
MFG
456
Mann Financial Group
Minnesota
$1.05M
CAC
457
Certified Advisory Corp
Florida
$1.04M
WA
458
Whipplewood Advisors
Colorado
$1.01M
FLPIM
459
F.L. Putnam Investment Management
Massachusetts
$1M
CAM
460
CPA Asset Management
Florida
$991K
WF
461
Warner Financial
Maryland
$988K
AWC
462
Adamsbrown Wealth Consultants
Kansas
$976K
SFGM
463
Stonebridge Financial Group (Missouri)
Missouri
$967K
Fidelity Investments
464
Fidelity Investments
Massachusetts
$966K
NF
465
NavPoint Financial
Minnesota
$957K
SP
466
Stablepoint Partners
Massachusetts
$956K
NS
467
NBC Securities
Alabama
$951K
IAN
468
Integrated Advisors Network
Texas
$949K
NWMG
469
National Wealth Management Group
Ohio
$944K
Mercer Global Advisors
470
Mercer Global Advisors
Colorado
$928K
FA
471
Freestate Advisors
Kansas
$925K
CIAS
472
Capital Investment Advisory Services
North Carolina
$922K
OWA
473
ORBA Wealth Advisors
Illinois
$921K
AC
474
Avant Capital
Louisiana
$914K
BPC
475
Banque Pictet & Cie
Switzerland
$913K