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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Compass Ion Advisors
Pennsylvania
$477K +$32.5K +757 +7%
Fisher Asset Management
527
Fisher Asset Management
Washington
$476K +$81.9K +1,908 +21%
CL
528
CVFG LLC
Indiana
$468K +$21.1K +492 +5%
TGAM
529
TBH Global Asset Management
Tennessee
$457K +$22.1K +515 +5%
WFS
530
WealthGarden F.S.
California
$442K -$3.05K -71 -0.7%
OWA
531
Octavia Wealth Advisors
Ohio
$435K -$62.2K -1,449 -13%
BA
532
Ballew Advisors
Mississippi
$434K +$420K +9,777 New
HH
533
Hilltop Holdings
Texas
$432K +$204K +4,758 +92%
EFP
534
Envision Financial Planning
Tennessee
$427K +$2.49K +58 +0.6%
FA
535
Faithward Advisors
Pennsylvania
$425K
BIG
536
Brookwood Investment Group
Arizona
$423K -$4.72K -110 -1%
CFG
537
Compton Financial Group
Maryland
$418K +$411K +9,574 New
FF
538
Francis Financial
$414K
MC
539
Moors & Cabot
Massachusetts
$408K +$180K +4,187 +81%
SFC
540
Strategic Financial Concepts
Texas
$408K +$401K +9,339 New
ACM
541
Advisors Capital Management
New Jersey
$404K -$16.2K -378 -4%
CP
542
Capital Planning
Washington
$398K
FPAS
543
Focus Partners Advisor Solutions
Missouri
$398K +$392K +9,119 New
RIG
544
RiverFront Investment Group
Virginia
$395K
NFG
545
Northbridge Financial Group
Florida
$395K +$388K +9,040 New
WCM
546
Wealthcare Capital Management
Virginia
$393K -$9.32K -217 -2%
BFG
547
Beto Financial Group
Idaho
$393K +$375K +8,739 New
VNA
548
Valley National Advisers
Pennsylvania
$391K +$6.53K +152 +2%
TI
549
tru Independence
Oregon
$387K +$1.55K +36 +0.4%
OPW
550
Osprey Private Wealth
New York
$386K +$380K +8,842 New