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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
526
Signature Wealth Management Group
Georgia
$548K
CL
527
CVFG LLC
Indiana
$539K
ME
528
McIlrath & Eck
Washington
$531K
NEWAS
529
N.E.W. Advisory Services
Wisconsin
$530K
FWS
530
FinDec Wealth Services
California
$510K
CIA
531
Compass Ion Advisors
Pennsylvania
$509K
MC
532
Moors & Cabot
Massachusetts
$504K
KIM
533
Kane Investment Management
California
$503K
HF
534
HRT Financial
New York
$482K
ACM
535
Advisors Capital Management
New Jersey
$480K
LFAS
536
Level Four Advisory Services
Texas
$479K
CIS
537
Continental Investors Services
Washington
$476K
UAG
538
United Advisor Group
Ohio
$475K
RPWA
539
Regent Peak Wealth Advisors
Georgia
$475K
CCP
540
Cushing Capital Partners
Wisconsin
$471K
MGIA
541
Moneta Group Investment Advisors
Missouri
$470K
NRI
542
NFP Retirement Inc
California
$448K
NFG
543
Northbridge Financial Group
Florida
$447K
AG
544
AmeriFlex Group
Nevada
$445K
SW
545
SteelPeak Wealth
California
$435K
AFG
546
Allegheny Financial Group
Pennsylvania
$433K
OWA
547
Octavia Wealth Advisors
Ohio
$432K
RFP
548
Root Financial Partners
California
$427K
WFS
549
WealthGarden F.S.
California
$422K
VA
550
Vident Advisory
Georgia
$419K