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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
BPC
476
Banque Pictet & Cie
Switzerland
$913K
BFP
477
Birchwood Financial Partners
Minnesota
$902K +$87.9K +1,978 +10%
IF
478
Intrua Financial
Texas
$892K +$79.3K +1,784 +9%
MCA
479
Magnolia Capital Advisors
Mississippi
$871K -$194K -4,375 -18%
KeyBank National Association
480
KeyBank National Association
Ohio
$860K
FP
481
Financial Perspectives
Minnesota
$851K +$17.6K +396 +2%
SFS
482
Security Financial Services
Indiana
$850K +$103K +2,315 +13%
CCMG
483
Clark Capital Management Group
Pennsylvania
$844K +$104K +2,336 +13%
PAS
484
PKS Advisory Services
New York
$836K +$110K +2,485 +14%
QCM
485
Quantinno Capital Management
New York
$833K +$252K +5,683 +41%
AQR Capital Management
486
AQR Capital Management
Connecticut
$822K +$51.6K +1,161 +6%
SFS
487
Sowell Financial Services
Arkansas
$818K +$57.9K +1,304 +7%
MFG
488
Midwest Financial Group
Kansas
$813K +$849K +19,102 New
CWMS
489
Cannon Wealth Management Services
North Carolina
$796K -$16.4K -368 -2%
SFO
490
Stokes Family Office
Louisiana
$793K
HBW
491
Hazlett, Burt & Watson
West Virginia
$788K +$113K +2,541 +16%
JCA
492
January Capital Advisors
California
$787K +$822K +18,502 New
FA
493
Faithward Advisors
Pennsylvania
$784K +$410K +9,220 +95%
CA
494
CapWealth Advisors
Tennessee
$772K -$42.7K -960 -5%
BWA
495
Beam Wealth Advisors
Louisiana
$770K +$134K +3,005 +20%
SCA
496
Snowden Capital Advisors
New York
$770K +$12.4K +279 +2%
CWP
497
Core Wealth Partners
California
$761K
WWA
498
Wisconsin Wealth Advisors
Wisconsin
$759K
OC
499
Optima Capital
Oregon
$749K +$781K +17,573 New
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$741K +$267K +6,001 +53%