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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$140M +$15.6M +351,973 +12%
P
27
&Partners
Tennessee
$113M +$11.9M +268,143 +11%
BWL
28
Bogart Wealth LLC
Virginia
$102M +$846K +19,031 +0.8%
CBU
29
CIBC Bancorp USA
Illinois
$101M +$113M +2,538,209 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$99.6M +$15.2M +342,344 +17%
JBA
31
Johnson Bixby & Associates
Washington
$89.7M +$1.71M +38,580 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$89.3M +$13.2M +296,592 +16%
EH
33
Equitable Holdings
New York
$83.2M +$21.5M +483,947 +34%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$83M +$4.26M +95,932 +5%
MCM
35
Mainstay Capital Management
Michigan
$81.4M +$2.72M +61,172 +3%
Truist Financial
36
Truist Financial
North Carolina
$81M +$21.8M +490,239 +35%
Mariner
37
Mariner
Kansas
$79.7M -$8.09M -182,033 -9%
SEI Investments
38
SEI Investments
Pennsylvania
$78.4M +$8.92M +200,755 +12%
MFG
39
Merit Financial Group
Georgia
$76.3M +$1.69M +37,994 +2%
IAA
40
Independent Advisor Alliance
North Carolina
$74.1M +$77.4M +1,742,493 New
VA
41
Valmark Advisers
Ohio
$71.5M +$27.5M +619,097 +58%
WAM
42
WNY Asset Management
New York
$67.6M +$70.7M +1,590,216 New
IA
43
IAM Advisory
Pennsylvania
$61.9M +$1.22M +27,546 +2%
IWC
44
Integrated Wealth Concepts
Massachusetts
$61.7M +$4.97M +111,784 +8%
NA
45
NewEdge Advisors
Louisiana
$60.6M +$3.27M +73,645 +5%
ACA
46
Aptus Capital Advisors
Alabama
$60M +$1.73M +38,956 +3%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$55.5M +$3.09M +69,476 +6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$55.4M -$23.1M -520,348 -29%
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.4M +$126K +2,830 +0.2%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$53M +$22.7M +511,700 +70%