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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
FFA
551
Florida Financial Advisors
Florida
$386K +$66.6K +1,552 +21%
BFG
552
Beacon Financial Group
Texas
$384K +$23.7K +552 +7%
AAP
553
Arax Advisory Partners
Colorado
$381K -$255K -5,947 -41%
PGF
554
Plan Group Financial
Oklahoma
$379K +$373K +8,677 New
RPGK
555
Retirement Planning Group (Kansas)
Kansas
$376K -$96.9K -2,257 -21%
MGIA
556
Moneta Group Investment Advisors
Missouri
$375K +$369K +8,599 New
TA
557
TrueWealth Advisors
Alabama
$368K +$362K +8,432 New
SAI
558
Savvy Advisors Inc
New York
$366K +$130K +3,021 +56%
CLA
559
Carnegie Lake Advisors
New Jersey
$364K +$53.8K +1,254 +18%
HA
560
HFG Advisors
Ohio
$364K
HFA
561
High Falls Advisors
New York
$359K
BWP
562
Balboa Wealth Partners
Arizona
$358K -$10.2K -238 -3%
MFS
563
McNamara Financial Services
Massachusetts
$350K +$76.3K +1,776 +28%
AA
564
Auctus Advisors
North Carolina
$347K +$342K +7,962 New
KIM
565
Kane Investment Management
California
$343K +$337K +7,854 New
1WA
566
180 Wealth Advisors
Washington
$343K +$15.6K +363 +5%
NRI
567
NFP Retirement Inc
California
$341K +$103K +2,393 +44%
CP
568
Creekside Partners
California
$340K
KFP
569
Kerr Financial Planning
California
$334K
TWP
570
Triad Wealth Partners
Kansas
$333K +$328K +7,640 New
TWM
571
Triton Wealth Management
Arizona
$329K
WPC
572
Wedmont Private Capital
Pennsylvania
$328K +$320K +7,442 New
RIA
573
Regal Investment Advisors
Michigan
$323K +$318K +7,409 New
SC
574
Sapient Capital
Indiana
$323K +$19.3K +449 +7%
CIC
575
Carnegie Investment Counsel
Ohio
$322K +$48.5K +1,130 +18%