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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
RL
501
Retireful LLC
Michigan
$691K
CC
502
Clearwave Capital
California
$687K
FCM
503
Fourpath Capital Management
Oklahoma
$678K
NAS
504
NWF Advisory Services
California
$676K
VWWMG
505
Vermillion & White Wealth Management Group
Pennsylvania
$657K
CHJWM
506
Carlton Hofferkamp & Jenks Wealth Management
Texas
$654K
QCM
507
QRG Capital Management
Illinois
$623K
RCAG
508
Rehmann Capital Advisory Group
Michigan
$621K
WEG
509
World Equity Group
Illinois
$609K
BA
510
Ballew Advisors
Mississippi
$604K
APWA
511
Atlas Private Wealth Advisors
New Jersey
$603K
MA
512
MONECO Advisors
Connecticut
$602K
TC
513
Trilogy Capital
California
$599K
SFC
514
Strategic Financial Concepts
Texas
$594K
PNC Financial Services Group
515
PNC Financial Services Group
Pennsylvania
$586K
FFA
516
Florida Financial Advisors
Florida
$580K
HIM
517
Hanlon Investment Management
New Jersey
$578K
Northern Trust
518
Northern Trust
Illinois
$569K
AG
519
Ascent Group
Virginia
$568K
AFAS
520
Acorn Financial Advisory Services
Virginia
$565K
CG
521
Clarus Group
Texas
$565K
CL
522
CIM LLC
New York
$562K
TWM
523
Troutman Wealth Management
Pennsylvania
$559K
PFS
524
Prospect Financial Services
New York
$554K
LFG
525
Larson Financial Group
Missouri
$554K