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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
WAM
576
Weatherly Asset Management
California
$317K
BGAI
577
Bruce G. Allen Investments
Colorado
$317K
OCA
578
OpenArc Corporate Advisory
Georgia
$309K
WEG
579
World Equity Group
Illinois
$306K
GM
580
GeoWealth Management
Illinois
$305K
CWA
581
Consilio Wealth Advisors
Washington
$299K
QFW
582
QTR Family Wealth
Florida
$296K
GSAM
583
Grant Street Asset Management
Pennsylvania
$295K
NS
584
NBC Securities
Alabama
$291K
TWM
585
Tortuga Wealth Management
California
$289K
AA
586
Armis Advisers
Georgia
$288K
SA
587
Sonoma Allocations
California
$285K
SAW
588
Signal Advisors Wealth
Michigan
$283K
EWA
589
Exencial Wealth Advisors
Oklahoma
$282K
MWS
590
MFA Wealth Services
California
$278K
SI
591
Seeds Investor
New York
$275K
BMWM
592
Brown Miller Wealth Management
Virginia
$274K
EAM
593
Evanson Asset Management
California
$273K
KWM
594
KMT Wealth Management
California
$270K
PWA
595
Principia Wealth Advisory
Texas
$266K
PFPG
596
Pinnacle Financial Partners (Georgia)
Georgia
$263K
RFA
597
Rollins Financial Advisors
New York
$258K
WFP
598
Worthington Financial Partners
Ohio
$256K
BIAS
599
Beacon Investment Advisory Services
New Jersey
$255K
SWM
600
SHP Wealth Management
Massachusetts
$254K