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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
TWM
526
Troutman Wealth Management
Pennsylvania
$559K +$755 +17 +0.1%
PFS
527
Prospect Financial Services
New York
$554K +$4.62K +104 +0.8%
LFG
528
Larson Financial Group
Missouri
$554K +$66.6K +1,500 +13%
SWMG
529
Signature Wealth Management Group
Georgia
$548K -$4.53K -102 -0.8%
CL
530
CVFG LLC
Indiana
$539K +$86.4K +1,944 +18%
ME
531
McIlrath & Eck
Washington
$531K
NEWAS
532
N.E.W. Advisory Services
Wisconsin
$530K +$553K +12,457 New
FWS
533
FinDec Wealth Services
California
$510K -$1.78K -40 -0.3%
CIA
534
Compass Ion Advisors
Pennsylvania
$509K +$45.9K +1,033 +9%
MC
535
Moors & Cabot
Massachusetts
$504K +$111K +2,500 +27%
KIM
536
Kane Investment Management
California
$503K +$176K +3,972 +51%
HF
537
HRT Financial
New York
$482K +$504K +11,334 New
ACM
538
Advisors Capital Management
New Jersey
$480K +$89.3K +2,010 +22%
LFAS
539
Level Four Advisory Services
Texas
$479K
CIS
540
Continental Investors Services
Washington
$476K -$266K -5,977 -37%
UAG
541
United Advisor Group
Ohio
$475K -$1.73K -39 -0.3%
RPWA
542
Regent Peak Wealth Advisors
Georgia
$475K +$496K +11,164 New
CCP
543
Cushing Capital Partners
Wisconsin
$471K +$178 +4 +0%
MGIA
544
Moneta Group Investment Advisors
Missouri
$470K +$109K +2,449 +28%
NRI
545
NFP Retirement Inc
California
$448K +$121K +2,725 +35%
NFG
546
Northbridge Financial Group
Florida
$447K +$38K +855 +9%
AG
547
AmeriFlex Group
Nevada
$445K -$48.5K -1,092 -9%
SW
548
SteelPeak Wealth
California
$435K -$937K -21,094 -67%
AFG
549
Allegheny Financial Group
Pennsylvania
$433K +$218K +4,897 +93%
OWA
550
Octavia Wealth Advisors
Ohio
$432K +$6.84K +154 +2%