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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
TA
551
TrueWealth Advisors
Alabama
$368K
SAI
552
Savvy Advisors Inc
New York
$366K
CLA
553
Carnegie Lake Advisors
New Jersey
$364K
HA
554
HFG Advisors
Ohio
$364K
HFA
555
High Falls Advisors
New York
$359K
BWP
556
Balboa Wealth Partners
Arizona
$358K
MFS
557
McNamara Financial Services
Massachusetts
$350K
AA
558
Auctus Advisors
North Carolina
$347K
KIM
559
Kane Investment Management
California
$343K
1WA
560
180 Wealth Advisors
Washington
$343K
NRI
561
NFP Retirement Inc
California
$341K
CP
562
Creekside Partners
California
$340K
KFP
563
Kerr Financial Planning
California
$334K
TWP
564
Triad Wealth Partners
Kansas
$333K
TWM
565
Triton Wealth Management
Arizona
$329K
WPC
566
Wedmont Private Capital
Pennsylvania
$328K
RIA
567
Regal Investment Advisors
Michigan
$323K
SC
568
Sapient Capital
Indiana
$323K
CIC
569
Carnegie Investment Counsel
Ohio
$322K
NS
570
Northland Securities
Minnesota
$319K
BFG
571
Berger Financial Group
Minnesota
$318K
WAM
572
Weatherly Asset Management
California
$317K
BGAI
573
Bruce G. Allen Investments
Colorado
$317K
OCA
574
OpenArc Corporate Advisory
Georgia
$309K
WEG
575
World Equity Group
Illinois
$306K