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Capital Group Dividend Value ETF

696 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 143 funds opening new positions, 408 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 funds holding

Funds holding:

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.1B)

5% more call options, than puts

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

0.51% less ownership

Funds ownership: 75.8%75.3% (-0.51%)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
CL
501
CIM LLC
New York
$591K
RCAG
502
Rehmann Capital Advisory Group
Michigan
$584K
Northern Trust
503
Northern Trust
Illinois
$584K
CG
504
Clarus Group
Texas
$581K
APWA
505
Atlas Private Wealth Advisors
New Jersey
$578K
TWM
506
Troutman Wealth Management
Pennsylvania
$572K
SWMG
507
Signature Wealth Management Group
Georgia
$566K
NAS
508
NWF Advisory Services
California
$564K
PFS
509
Prospect Financial Services
New York
$564K
VW
510
Vantus Wealth
Pennsylvania
$547K
ME
511
McIlrath & Eck
Washington
$544K
AFAS
512
Acorn Financial Advisory Services
Virginia
$530K
FWS
513
FinDec Wealth Services
California
$525K
QCG
514
Quadrant Capital Group
Ohio
$508K
AG
515
AmeriFlex Group
Nevada
$504K
LFG
516
Larson Financial Group
Missouri
$503K
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$498K
SWMG
518
Sard Wealth Management Group
Georgia
$492K
LFAS
519
Level Four Advisory Services
Texas
$492K
RA
520
Rubicon Advisors
California
$491K
UAG
521
United Advisor Group
Ohio
$489K
RFP
522
Root Financial Partners
California
$483K
CCP
523
Cushing Capital Partners
Wisconsin
$482K
CIA
524
Compass Ion Advisors
Pennsylvania
$477K
Fisher Asset Management
525
Fisher Asset Management
Washington
$476K