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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
TFA
451
Transamerica Financial Advisors
Florida
$878K
Mercer Global Advisors
452
Mercer Global Advisors
Colorado
$873K
NF
453
NavPoint Financial
Minnesota
$871K
OP
454
ORG Partners
Indiana
$869K
FP
455
Financial Perspectives
Minnesota
$856K
SP
456
Stablepoint Partners
Massachusetts
$856K
BFP
457
Birchwood Financial Partners
Minnesota
$839K
CAG
458
Csenge Advisory Group
Florida
$839K
IF
459
Intrua Financial
Texas
$837K
CA
460
CapWealth Advisors
Tennessee
$833K
CWMS
461
Cannon Wealth Management Services
North Carolina
$832K
LWA
462
Lantern Wealth Advisors
New York
$830K
SFO
463
Stokes Family Office
Louisiana
$814K
CAS
464
Coppell Advisory Solutions
Texas
$807K
WF
465
Warner Financial
Maryland
$806K
AQR Capital Management
466
AQR Capital Management
Connecticut
$793K
SWM
467
SFG Wealth Management
Maryland
$790K
AC
468
Avant Capital
Louisiana
$786K
CIAS
469
Capital Investment Advisory Services
North Carolina
$784K
SFS
470
Sowell Financial Services
Arkansas
$782K
CWP
471
Core Wealth Partners
California
$781K
WWA
472
Wisconsin Wealth Advisors
Wisconsin
$778K
SCA
473
Snowden Capital Advisors
New York
$776K
SFS
474
Security Financial Services
Indiana
$771K
CCMG
475
Clark Capital Management Group
Pennsylvania
$764K