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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
SFGM
451
Stonebridge Financial Group (Missouri)
Missouri
$944K +$929K +21,643 New
AWC
452
Adamsbrown Wealth Consultants
Kansas
$941K +$233K +5,416 +34%
BPC
453
Banque Pictet & Cie
Switzerland
$937K
Bank of Montreal
454
Bank of Montreal
Ontario, Canada
$931K +$137K +3,185 +18%
FA
455
Freestate Advisors
Kansas
$906K +$98K +2,283 +12%
KeyBank National Association
456
KeyBank National Association
Ohio
$883K +$635K +14,788 +272%
TFA
457
Transamerica Financial Advisors
Florida
$878K +$234K +5,441 +37%
Mercer Global Advisors
458
Mercer Global Advisors
Colorado
$873K +$324K +7,536 +60%
NF
459
NavPoint Financial
Minnesota
$871K +$190K +4,419 +28%
OP
460
ORG Partners
Indiana
$869K +$220K +5,115 +35%
FP
461
Financial Perspectives
Minnesota
$856K +$150K +3,498 +22%
SP
462
Stablepoint Partners
Massachusetts
$856K +$34.5K +804 +4%
BFP
463
Birchwood Financial Partners
Minnesota
$839K +$826K +19,232 New
CAG
464
Csenge Advisory Group
Florida
$839K +$442K +10,289 +115%
IF
465
Intrua Financial
Texas
$837K +$140K +3,266 +21%
CA
466
CapWealth Advisors
Tennessee
$833K -$88.5K -2,060 -10%
CWMS
467
Cannon Wealth Management Services
North Carolina
$832K -$77K -1,794 -9%
LWA
468
Lantern Wealth Advisors
New York
$830K +$140K +3,267 +21%
SFO
469
Stokes Family Office
Louisiana
$814K +$801K +18,652 New
CAS
470
Coppell Advisory Solutions
Texas
$807K +$86.2K +2,007 +12%
WF
471
Warner Financial
Maryland
$806K +$104K +2,430 +15%
AQR Capital Management
472
AQR Capital Management
Connecticut
$793K +$445K +10,362 +133%
SWM
473
SFG Wealth Management
Maryland
$790K +$778K +18,110 New
AC
474
Avant Capital
Louisiana
$786K +$248K +5,771 +47%
CIAS
475
Capital Investment Advisory Services
North Carolina
$784K +$210K +4,901 +38%