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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
KFP
551
Kerr Financial Planning
California
$334K
TWP
552
Triad Wealth Partners
Kansas
$333K
TWM
553
Triton Wealth Management
Arizona
$329K
WPC
554
Wedmont Private Capital
Pennsylvania
$328K
RIA
555
Regal Investment Advisors
Michigan
$323K
SC
556
Sapient Capital
Indiana
$323K
CIC
557
Carnegie Investment Counsel
Ohio
$322K
NS
558
Northland Securities
Minnesota
$319K
BFG
559
Berger Financial Group
Minnesota
$318K
WAM
560
Weatherly Asset Management
California
$317K
BGAI
561
Bruce G. Allen Investments
Colorado
$317K
OCA
562
OpenArc Corporate Advisory
Georgia
$309K
WEG
563
World Equity Group
Illinois
$306K
GM
564
GeoWealth Management
Illinois
$305K
QFW
565
QTR Family Wealth
Florida
$296K
GSAM
566
Grant Street Asset Management
Pennsylvania
$295K
NS
567
NBC Securities
Alabama
$291K
SA
568
Sonoma Allocations
California
$285K
SAW
569
Signal Advisors Wealth
Michigan
$283K
EWA
570
Exencial Wealth Advisors
Oklahoma
$282K
MWS
571
MFA Wealth Services
California
$278K
SI
572
Seeds Investor
New York
$275K
BMWM
573
Brown Miller Wealth Management
Virginia
$274K
EAM
574
Evanson Asset Management
California
$273K
KWM
575
KMT Wealth Management
California
$270K