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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
RIG
526
RiverFront Investment Group
Virginia
$395K
NFG
527
Northbridge Financial Group
Florida
$395K
WCM
528
Wealthcare Capital Management
Virginia
$393K
BFG
529
Beto Financial Group
Idaho
$393K
VNA
530
Valley National Advisers
Pennsylvania
$391K
TI
531
tru Independence
Oregon
$387K
OPW
532
Osprey Private Wealth
New York
$386K
FFA
533
Florida Financial Advisors
Florida
$386K
AAP
534
Arax Advisory Partners
Colorado
$381K
PGF
535
Plan Group Financial
Oklahoma
$379K
RPGK
536
Retirement Planning Group (Kansas)
Kansas
$376K
MGIA
537
Moneta Group Investment Advisors
Missouri
$375K
TA
538
TrueWealth Advisors
Alabama
$368K
SAI
539
Savvy Advisors Inc
New York
$366K
CLA
540
Carnegie Lake Advisors
New Jersey
$364K
HA
541
HFG Advisors
Ohio
$364K
HFA
542
High Falls Advisors
New York
$359K
BWP
543
Balboa Wealth Partners
Arizona
$358K
Corient Private Wealth
544
Corient Private Wealth
Florida
$353K
MFS
545
McNamara Financial Services
Massachusetts
$350K
AA
546
Auctus Advisors
North Carolina
$347K
KIM
547
Kane Investment Management
California
$343K
1WA
548
180 Wealth Advisors
Washington
$343K
NRI
549
NFP Retirement Inc
California
$341K
CP
550
Creekside Partners
California
$340K