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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
BA
526
Ballew Advisors
Mississippi
$434K
HH
527
Hilltop Holdings
Texas
$432K
EFP
528
Envision Financial Planning
Tennessee
$427K
FA
529
Faithward Advisors
Pennsylvania
$425K
BIG
530
Brookwood Investment Group
Arizona
$423K
CFG
531
Compton Financial Group
Maryland
$418K
FF
532
Francis Financial
$414K
MC
533
Moors & Cabot
Massachusetts
$408K
SFC
534
Strategic Financial Concepts
Texas
$408K
ACM
535
Advisors Capital Management
New Jersey
$404K
CP
536
Capital Planning
Washington
$398K
FPAS
537
Focus Partners Advisor Solutions
Missouri
$398K
RIG
538
RiverFront Investment Group
Virginia
$395K
NFG
539
Northbridge Financial Group
Florida
$395K
WCM
540
Wealthcare Capital Management
Virginia
$393K
BFG
541
Beto Financial Group
Idaho
$393K
VNA
542
Valley National Advisers
Pennsylvania
$391K
TI
543
tru Independence
Oregon
$387K
OPW
544
Osprey Private Wealth
New York
$386K
FFA
545
Florida Financial Advisors
Florida
$386K
BFG
546
Beacon Financial Group
Texas
$384K
AAP
547
Arax Advisory Partners
Colorado
$381K
PGF
548
Plan Group Financial
Oklahoma
$379K
RPGK
549
Retirement Planning Group (Kansas)
Kansas
$376K
MGIA
550
Moneta Group Investment Advisors
Missouri
$375K