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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
P
26
&Partners
Tennessee
$104M +$33.2M +772,375 +48%
JBA
27
Johnson Bixby & Associates
Washington
$90.4M +$2.7M +62,875 +3%
Mariner
28
Mariner
Kansas
$89.8M +$22.1M +514,366 +33%
KIM
29
Kestra Investment Management
Texas
$89.3M +$10.3M +240,184 +13%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$87.2M -$3.62M -84,218 -4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$81M +$2.99M +69,698 +4%
MCM
32
Mainstay Capital Management
Michigan
$80.9M +$7.06M +164,453 +10%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$80.7M +$3.68M +85,687 +5%
HighTower Advisors
34
HighTower Advisors
Illinois
$78.7M +$1.82M +42,443 +2%
MFG
35
Merit Financial Group
Georgia
$76.6M +$2.78M +64,689 +4%
SEI Investments
36
SEI Investments
Pennsylvania
$71.6M +$10.3M +240,811 +17%
IA
37
IAM Advisory
Pennsylvania
$62.3M +$40.5M +943,584 +195%
EH
38
Equitable Holdings
New York
$62.2M +$26.2M +609,343 +75%
Truist Financial
39
Truist Financial
North Carolina
$61.7M +$6.04M +140,622 +11%
ACA
40
Aptus Capital Advisors
Alabama
$59.9M +$2.47M +57,532 +4%
NA
41
NewEdge Advisors
Louisiana
$59M +$21.8M +507,081 +60%
IWC
42
Integrated Wealth Concepts
Massachusetts
$58.4M +$5.33M +124,222 +10%
SFA
43
Souders Financial Advisors
Ohio
$57.7M +$2.1M +48,998 +4%
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.7M +$2.88M +66,965 +6%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$53.9M +$3.96M +92,197 +8%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$49.4M -$2.62M -60,918 -5%
PFS
47
Prospera Financial Services
Texas
$48.9M +$282K +6,564 +0.6%
VA
48
Valmark Advisers
Ohio
$46.3M +$5.06M +117,746 +12%
BCA
49
Bay Colony Advisors
Massachusetts
$46.1M +$1.34M +31,185 +3%
EFG
50
Erickson Financial Group
Pennsylvania
$45.7M +$346K +8,061 +0.8%