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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
501
Quantinno Capital Management
New York
$607K +$597K +13,904 New
AG
502
Ascent Group
Virginia
$591K +$4.68K +109 +0.8%
CL
503
CIM LLC
New York
$591K +$96.8K +2,255 +20%
RCAG
504
Rehmann Capital Advisory Group
Michigan
$584K +$42.2K +982 +8%
Northern Trust
505
Northern Trust
Illinois
$584K +$97.2K +2,264 +20%
CG
506
Clarus Group
Texas
$581K +$572K +13,320 New
APWA
507
Atlas Private Wealth Advisors
New Jersey
$578K +$77.5K +1,805 +16%
TWM
508
Troutman Wealth Management
Pennsylvania
$572K +$563K +13,118 New
SWMG
509
Signature Wealth Management Group
Georgia
$566K -$1.98K -46 -0.4%
NAS
510
NWF Advisory Services
California
$564K +$16.7K +388 +3%
PFS
511
Prospect Financial Services
New York
$564K +$13.4K +312 +2%
VW
512
Vantus Wealth
Pennsylvania
$547K +$539K +12,543 New
ME
513
McIlrath & Eck
Washington
$544K
AFAS
514
Acorn Financial Advisory Services
Virginia
$530K +$37.9K +883 +8%
FWS
515
FinDec Wealth Services
California
$525K -$10.5K -244 -2%
QCG
516
Quadrant Capital Group
Ohio
$508K +$500K +11,646 New
AG
517
AmeriFlex Group
Nevada
$504K -$4.68K -109 -0.9%
LFG
518
Larson Financial Group
Missouri
$503K +$115K +2,687 +30%
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$498K +$33.6K +782 +7%
SWMG
520
Sard Wealth Management Group
Georgia
$492K +$152K +3,538 +46%
LFAS
521
Level Four Advisory Services
Texas
$492K +$113K +2,641 +31%
RA
522
Rubicon Advisors
California
$491K +$483K +11,257 New
UAG
523
United Advisor Group
Ohio
$489K -$23.4K -544 -5%
RFP
524
Root Financial Partners
California
$483K +$132K +3,076 +39%
CCP
525
Cushing Capital Partners
Wisconsin
$482K +$43 +1 +0%