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Capital Group Dividend Value ETF

728 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
501
Lincoln Capital
Nebraska
$736K +$40.4K +909 +6%
AIM
502
Anchor Investment Management
South Carolina
$710K
NG
503
Norden Group
Utah
$704K
RL
504
Retireful LLC
Michigan
$691K +$710K +15,973 New
CC
505
Clearwave Capital
California
$687K
FCM
506
Fourpath Capital Management
Oklahoma
$678K -$27.5M -618,286 -97%
NAS
507
NWF Advisory Services
California
$676K +$131K +2,953 +23%
VWWMG
508
Vermillion & White Wealth Management Group
Pennsylvania
$657K +$578K +13,010 +533%
CHJWM
509
Carlton Hofferkamp & Jenks Wealth Management
Texas
$654K -$30.3K -681 -5%
QCM
510
QRG Capital Management
Illinois
$623K -$98.9K -2,226 -13%
RCAG
511
Rehmann Capital Advisory Group
Michigan
$621K +$53.6K +1,206 +9%
WEG
512
World Equity Group
Illinois
$609K +$324K +7,290 +104%
BA
513
Ballew Advisors
Mississippi
$604K +$166K +3,733 +38%
APWA
514
Atlas Private Wealth Advisors
New Jersey
$603K +$41.8K +940 +7%
MA
515
MONECO Advisors
Connecticut
$602K -$4.53K -102 -0.7%
TC
516
Trilogy Capital
California
$599K -$71K -1,599 -10%
SFC
517
Strategic Financial Concepts
Texas
$594K +$205K +4,618 +49%
PNC Financial Services Group
518
PNC Financial Services Group
Pennsylvania
$586K -$116K -2,604 -16%
FFA
519
Florida Financial Advisors
Florida
$580K +$212K +4,782 +54%
HIM
520
Hanlon Investment Management
New Jersey
$578K -$33.9K -763 -5%
Northern Trust
521
Northern Trust
Illinois
$569K
AG
522
Ascent Group
Virginia
$568K -$8.09K -182 -1%
AFAS
523
Acorn Financial Advisory Services
Virginia
$565K +$50.1K +1,128 +9%
CG
524
Clarus Group
Texas
$565K -$2.22K -50 -0.4%
CL
525
CIM LLC
New York
$562K -$14.5K -327 -2%