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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
476
Birchwood Financial Partners
Minnesota
$902K
IF
477
Intrua Financial
Texas
$892K
MCA
478
Magnolia Capital Advisors
Mississippi
$871K
KeyBank National Association
479
KeyBank National Association
Ohio
$860K
FP
480
Financial Perspectives
Minnesota
$851K
SFS
481
Security Financial Services
Indiana
$850K
CCMG
482
Clark Capital Management Group
Pennsylvania
$844K
PAS
483
PKS Advisory Services
New York
$836K
QCM
484
Quantinno Capital Management
New York
$833K
AQR Capital Management
485
AQR Capital Management
Connecticut
$822K
SFS
486
Sowell Financial Services
Arkansas
$818K
MFG
487
Midwest Financial Group
Kansas
$813K
CWMS
488
Cannon Wealth Management Services
North Carolina
$796K
SFO
489
Stokes Family Office
Louisiana
$793K
HBW
490
Hazlett, Burt & Watson
West Virginia
$788K
JCA
491
January Capital Advisors
California
$787K
FA
492
Faithward Advisors
Pennsylvania
$784K
CA
493
CapWealth Advisors
Tennessee
$772K
BWA
494
Beam Wealth Advisors
Louisiana
$770K
SCA
495
Snowden Capital Advisors
New York
$770K
CWP
496
Core Wealth Partners
California
$761K
WWA
497
Wisconsin Wealth Advisors
Wisconsin
$759K
OC
498
Optima Capital
Oregon
$749K
OSAM
499
O'Shaughnessy Asset Management
Connecticut
$741K
LC
500
Lincoln Capital
Nebraska
$736K