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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
SFS
476
Sowell Financial Services
Arkansas
$782K +$770K +17,922 New
CWP
477
Core Wealth Partners
California
$781K +$1.63K +38 +0.2%
WWA
478
Wisconsin Wealth Advisors
Wisconsin
$778K +$766K +17,835 New
SCA
479
Snowden Capital Advisors
New York
$776K +$110K +2,563 +17%
SFS
480
Security Financial Services
Indiana
$771K +$52K +1,212 +7%
CCMG
481
Clark Capital Management Group
Pennsylvania
$764K +$323K +7,512 +75%
PAS
482
PKS Advisory Services
New York
$749K +$296K +6,883 +67%
QCM
483
QRG Capital Management
Illinois
$736K +$2.66K +62 +0.4%
AIM
484
Anchor Investment Management
South Carolina
$729K +$183K +4,263 +34%
NG
485
Norden Group
Utah
$722K
LC
486
Lincoln Capital
Nebraska
$715K -$10.9K -255 -2%
PNC Financial Services Group
487
PNC Financial Services Group
Pennsylvania
$714K +$189K +4,398 +37%
CIS
488
Continental Investors Services
Washington
$714K -$85.9K -2,001 -11%
Corient Private Wealth
489
Corient Private Wealth
Florida
$706K +$695K +16,184 New
CC
490
Clearwave Capital
California
$704K +$693K +16,138 New
HBW
491
Hazlett, Burt & Watson
West Virginia
$703K -$6.36K -148 -0.9%
BTI
492
Blue Trust Inc
Georgia
$697K +$634K +14,762 +1,220%
TC
493
Trilogy Capital
California
$684K -$220K -5,115 -25%
AWM
494
AE Wealth Management
Kansas
$667K +$238K +5,553 +57%
BWA
495
Beam Wealth Advisors
Louisiana
$657K +$61.6K +1,434 +11%
RIA
496
Realta Investment Advisors
Delaware
$657K +$25.9K +604 +4%
PI
497
PFG Investments
New York
$651K +$165K +3,854 +35%
CHJWM
498
Carlton Hofferkamp & Jenks Wealth Management
Texas
$648K +$1.55K +36 +0.2%
HIM
499
Hanlon Investment Management
New Jersey
$626K -$8.5K -198 -1%
MA
500
MONECO Advisors
Connecticut
$623K +$46.4K +1,080 +8%