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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
LFG
501
Larson Financial Group
Missouri
$503K
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$498K
SWMG
503
Sard Wealth Management Group
Georgia
$492K
LFAS
504
Level Four Advisory Services
Texas
$492K
UAG
505
United Advisor Group
Ohio
$489K
RFP
506
Root Financial Partners
California
$483K
CCP
507
Cushing Capital Partners
Wisconsin
$482K
CIA
508
Compass Ion Advisors
Pennsylvania
$477K
Fisher Asset Management
509
Fisher Asset Management
Washington
$476K
CL
510
CVFG LLC
Indiana
$468K
TGAM
511
TBH Global Asset Management
Tennessee
$457K
WFS
512
WealthGarden F.S.
California
$442K
OWA
513
Octavia Wealth Advisors
Ohio
$435K
BA
514
Ballew Advisors
Mississippi
$434K
HH
515
Hilltop Holdings
Texas
$432K
EFP
516
Envision Financial Planning
Tennessee
$427K
FA
517
Faithward Advisors
Pennsylvania
$425K
BIG
518
Brookwood Investment Group
Arizona
$423K
CFG
519
Compton Financial Group
Maryland
$418K
FF
520
Francis Financial
$414K
MC
521
Moors & Cabot
Massachusetts
$408K
SFC
522
Strategic Financial Concepts
Texas
$408K
ACM
523
Advisors Capital Management
New Jersey
$404K
CP
524
Capital Planning
Washington
$398K
FPAS
525
Focus Partners Advisor Solutions
Missouri
$398K