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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
CHAM
451
Clear Harbor Asset Management
Connecticut
$1.13M
LWA
452
Lantern Wealth Advisors
New York
$1.11M +$313K +7,055 +37%
SIS
453
Strategic Investment Solutions
Illinois
$1.11M +$68.6K +1,545 +6%
RPGK
454
Retirement Planning Group (Kansas)
Kansas
$1.1M +$766K +17,247 +200%
NW
455
NewEdge Wealth
Pennsylvania
$1.09M +$1.14M +25,592 New
BC
456
Barrett & Company
Rhode Island
$1.05M
MFG
457
Mann Financial Group
Minnesota
$1.05M -$6.8K -153 -0.6%
CAC
458
Certified Advisory Corp
Florida
$1.04M +$2.09K +47 +0.2%
WA
459
Whipplewood Advisors
Colorado
$1.01M +$82.5K +1,857 +8%
FLPIM
460
F.L. Putnam Investment Management
Massachusetts
$1M -$46.8K -1,053 -4%
CAM
461
CPA Asset Management
Florida
$991K -$477K -10,744 -32%
WF
462
Warner Financial
Maryland
$988K +$212K +4,761 +26%
AWC
463
Adamsbrown Wealth Consultants
Kansas
$976K +$61K +1,373 +6%
SFGM
464
Stonebridge Financial Group (Missouri)
Missouri
$967K +$48.6K +1,095 +5%
Fidelity Investments
465
Fidelity Investments
Massachusetts
$966K +$1M +22,534 +13,025%
NF
466
NavPoint Financial
Minnesota
$957K +$112K +2,532 +13%
SP
467
Stablepoint Partners
Massachusetts
$956K +$127K +2,852 +15%
NS
468
NBC Securities
Alabama
$951K +$696K +15,666 +235%
IAN
469
Integrated Advisors Network
Texas
$949K -$519K -11,681 -34%
NWMG
470
National Wealth Management Group
Ohio
$944K +$19.4K +437 +2%
Mercer Global Advisors
471
Mercer Global Advisors
Colorado
$928K +$81.4K +1,832 +9%
FA
472
Freestate Advisors
Kansas
$925K +$43.4K +977 +5%
CIAS
473
Capital Investment Advisory Services
North Carolina
$922K +$164K +3,696 +21%
OWA
474
ORBA Wealth Advisors
Illinois
$921K
AC
475
Avant Capital
Louisiana
$914K +$154K +3,463 +19%