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Capital Group Dividend Value ETF

728 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
551
Root Financial Partners
California
$427K -$45K -1,012 -9%
WFS
552
WealthGarden F.S.
California
$422K
VA
553
Vident Advisory
Georgia
$419K +$438K +9,858 New
PA
554
PW Advisors
Florida
$419K +$438K +9,856 New
EFP
555
Envision Financial Planning
Tennessee
$416K -$44 -1 -0%
BFG
556
Beto Financial Group
Idaho
$412K
FF
557
Francis Financial
$404K
VNA
558
Valley National Advisers
Pennsylvania
$398K +$18.1K +407 +5%
CP
559
Capital Planning
Washington
$386K
RIG
560
RiverFront Investment Group
Virginia
$385K
BIG
561
Brookwood Investment Group
Arizona
$381K -$32.7K -737 -8%
AGWCA
562
Annis Gardner Whiting Capital Advisors
Florida
$376K +$336K +7,569 +597%
BFG
563
Beacon Financial Group
Texas
$374K
CLA
564
Carnegie Lake Advisors
New Jersey
$374K +$20.1K +453 +5%
WCM
565
Wealthcare Capital Management
Virginia
$373K -$10.6K -239 -3%
FWI
566
Facet Wealth Inc
Maryland
$365K +$381K +8,580 New
RA
567
Rodgers & Associates
Pennsylvania
$365K +$381K +8,569 New
EWA
568
Exencial Wealth Advisors
Oklahoma
$361K +$89.9K +2,023 +31%
OPW
569
Osprey Private Wealth
New York
$361K -$16K -360 -4%
MWA
570
Meridian Wealth Advisors
Texas
$356K +$372K +8,370 New
HA
571
HFG Advisors
Ohio
$355K
MFS
572
McNamara Financial Services
Massachusetts
$346K +$5.24K +118 +1%
KFP
573
Kerr Financial Planning
California
$344K
AA
574
Auctus Advisors
North Carolina
$344K +$5.07K +114 +1%
CIC
575
Carnegie Investment Counsel
Ohio
$339K +$26.2K +590 +8%