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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
PFS
526
Prospect Financial Services
New York
$554K
LFG
527
Larson Financial Group
Missouri
$554K
SWMG
528
Signature Wealth Management Group
Georgia
$548K
CL
529
CVFG LLC
Indiana
$539K
ME
530
McIlrath & Eck
Washington
$531K
NEWAS
531
N.E.W. Advisory Services
Wisconsin
$530K
FWS
532
FinDec Wealth Services
California
$510K
CIA
533
Compass Ion Advisors
Pennsylvania
$509K
MC
534
Moors & Cabot
Massachusetts
$504K
KIM
535
Kane Investment Management
California
$503K
HF
536
HRT Financial
New York
$482K
ACM
537
Advisors Capital Management
New Jersey
$480K
LFAS
538
Level Four Advisory Services
Texas
$479K
CIS
539
Continental Investors Services
Washington
$476K
UAG
540
United Advisor Group
Ohio
$475K
RPWA
541
Regent Peak Wealth Advisors
Georgia
$475K
CCP
542
Cushing Capital Partners
Wisconsin
$471K
MGIA
543
Moneta Group Investment Advisors
Missouri
$470K
NRI
544
NFP Retirement Inc
California
$448K
NFG
545
Northbridge Financial Group
Florida
$447K
AG
546
AmeriFlex Group
Nevada
$445K
SW
547
SteelPeak Wealth
California
$435K
AFG
548
Allegheny Financial Group
Pennsylvania
$433K
OWA
549
Octavia Wealth Advisors
Ohio
$432K
RFP
550
Root Financial Partners
California
$427K