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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
APWA
501
Atlas Private Wealth Advisors
New Jersey
$578K
TWM
502
Troutman Wealth Management
Pennsylvania
$572K
SWMG
503
Signature Wealth Management Group
Georgia
$566K
NAS
504
NWF Advisory Services
California
$564K
PFS
505
Prospect Financial Services
New York
$564K
VW
506
Vantus Wealth
Pennsylvania
$547K
ME
507
McIlrath & Eck
Washington
$544K
AFAS
508
Acorn Financial Advisory Services
Virginia
$530K
FWS
509
FinDec Wealth Services
California
$525K
QCG
510
Quadrant Capital Group
Ohio
$508K
AG
511
AmeriFlex Group
Nevada
$504K
LFG
512
Larson Financial Group
Missouri
$503K
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$498K
SWMG
514
Sard Wealth Management Group
Georgia
$492K
LFAS
515
Level Four Advisory Services
Texas
$492K
RA
516
Rubicon Advisors
California
$491K
UAG
517
United Advisor Group
Ohio
$489K
RFP
518
Root Financial Partners
California
$483K
CCP
519
Cushing Capital Partners
Wisconsin
$482K
CIA
520
Compass Ion Advisors
Pennsylvania
$477K
Fisher Asset Management
521
Fisher Asset Management
Washington
$476K
CL
522
CVFG LLC
Indiana
$468K
TGAM
523
TBH Global Asset Management
Tennessee
$457K
WFS
524
WealthGarden F.S.
California
$442K
OWA
525
Octavia Wealth Advisors
Ohio
$435K