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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
HBW
476
Hazlett, Burt & Watson
West Virginia
$703K
BTI
477
Blue Trust Inc
Georgia
$697K
TC
478
Trilogy Capital
California
$684K
AWM
479
AE Wealth Management
Kansas
$667K
BWA
480
Beam Wealth Advisors
Louisiana
$657K
RIA
481
Realta Investment Advisors
Delaware
$657K
PI
482
PFG Investments
New York
$651K
CHJWM
483
Carlton Hofferkamp & Jenks Wealth Management
Texas
$648K
HIM
484
Hanlon Investment Management
New Jersey
$626K
MA
485
MONECO Advisors
Connecticut
$623K
QCM
486
Quantinno Capital Management
New York
$607K
AG
487
Ascent Group
Virginia
$591K
CL
488
CIM LLC
New York
$591K
Northern Trust
489
Northern Trust
Illinois
$584K
CG
490
Clarus Group
Texas
$581K
APWA
491
Atlas Private Wealth Advisors
New Jersey
$578K
TWM
492
Troutman Wealth Management
Pennsylvania
$572K
SWMG
493
Signature Wealth Management Group
Georgia
$566K
PFS
494
Prospect Financial Services
New York
$564K
VW
495
Vantus Wealth
Pennsylvania
$547K
ME
496
McIlrath & Eck
Washington
$544K
AFAS
497
Acorn Financial Advisory Services
Virginia
$530K
FWS
498
FinDec Wealth Services
California
$525K
QCG
499
Quadrant Capital Group
Ohio
$508K
AG
500
AmeriFlex Group
Nevada
$504K