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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
PA
551
PW Advisors
Florida
$419K
EFP
552
Envision Financial Planning
Tennessee
$416K
BFG
553
Beto Financial Group
Idaho
$412K
FF
554
Francis Financial
$404K
VNA
555
Valley National Advisers
Pennsylvania
$398K
CP
556
Capital Planning
Washington
$386K
RIG
557
RiverFront Investment Group
Virginia
$385K
BIG
558
Brookwood Investment Group
Arizona
$381K
AGWCA
559
Annis Gardner Whiting Capital Advisors
Florida
$376K
BFG
560
Beacon Financial Group
Texas
$374K
CLA
561
Carnegie Lake Advisors
New Jersey
$374K
WCM
562
Wealthcare Capital Management
Virginia
$373K
FWI
563
Facet Wealth Inc
Maryland
$365K
RA
564
Rodgers & Associates
Pennsylvania
$365K
EWA
565
Exencial Wealth Advisors
Oklahoma
$361K
OPW
566
Osprey Private Wealth
New York
$361K
MWA
567
Meridian Wealth Advisors
Texas
$356K
HA
568
HFG Advisors
Ohio
$355K
MFS
569
McNamara Financial Services
Massachusetts
$346K
KFP
570
Kerr Financial Planning
California
$344K
AA
571
Auctus Advisors
North Carolina
$344K
CIC
572
Carnegie Investment Counsel
Ohio
$339K
BWP
573
Balboa Wealth Partners
Arizona
$339K
QCG
574
Quadrant Capital Group
Ohio
$336K
SC
575
Sapient Capital
Indiana
$332K