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Capital Group Dividend Value ETF

696 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 143 funds opening new positions, 408 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:

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.1B)

5% more call options, than puts

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

0.51% less ownership

Funds ownership: 75.8%75.3% (-0.51%)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
AAP
551
Arax Advisory Partners
Colorado
$381K
PGF
552
Plan Group Financial
Oklahoma
$379K
RPGK
553
Retirement Planning Group (Kansas)
Kansas
$376K
MGIA
554
Moneta Group Investment Advisors
Missouri
$375K
TA
555
TrueWealth Advisors
Alabama
$368K
SAI
556
Savvy Advisors Inc
New York
$366K
CLA
557
Carnegie Lake Advisors
New Jersey
$364K
HA
558
HFG Advisors
Ohio
$364K
HFA
559
High Falls Advisors
New York
$359K
BWP
560
Balboa Wealth Partners
Arizona
$358K
MFS
561
McNamara Financial Services
Massachusetts
$350K
AA
562
Auctus Advisors
North Carolina
$347K
KIM
563
Kane Investment Management
California
$343K
1WA
564
180 Wealth Advisors
Washington
$343K
NRI
565
NFP Retirement Inc
California
$341K
CP
566
Creekside Partners
California
$340K
KFP
567
Kerr Financial Planning
California
$334K
TWP
568
Triad Wealth Partners
Kansas
$333K
TWM
569
Triton Wealth Management
Arizona
$329K
WPC
570
Wedmont Private Capital
Pennsylvania
$328K
RIA
571
Regal Investment Advisors
Michigan
$323K
SC
572
Sapient Capital
Indiana
$323K
CIC
573
Carnegie Investment Counsel
Ohio
$322K
NS
574
Northland Securities
Minnesota
$319K
BFG
575
Berger Financial Group
Minnesota
$318K