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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
576
Northland Securities
Minnesota
$319K +$314K +7,311 New
BFG
577
Berger Financial Group
Minnesota
$318K -$5.07K -118 -2%
WAM
578
Weatherly Asset Management
California
$317K
BGAI
579
Bruce G. Allen Investments
Colorado
$317K -$20.5K -478 -6%
OCA
580
OpenArc Corporate Advisory
Georgia
$309K +$304K +7,077 New
WEG
581
World Equity Group
Illinois
$306K -$23.1K -537 -7%
GM
582
GeoWealth Management
Illinois
$305K +$50.3K +1,171 +20%
CWA
583
Consilio Wealth Advisors
Washington
$299K +$294K +6,845 New
QFW
584
QTR Family Wealth
Florida
$296K -$2.92K -68 -1%
GSAM
585
Grant Street Asset Management
Pennsylvania
$295K -$14.2K -330 -5%
NS
586
NBC Securities
Alabama
$291K -$18.9K -439 -6%
TWM
587
Tortuga Wealth Management
California
$289K +$285K +6,629 New
AA
588
Armis Advisers
Georgia
$288K +$6.4K +149 +2%
SA
589
Sonoma Allocations
California
$285K -$35.1K -818 -11%
SAW
590
Signal Advisors Wealth
Michigan
$283K +$278K +6,486 New
EWA
591
Exencial Wealth Advisors
Oklahoma
$282K +$278K +6,464 New
MWS
592
MFA Wealth Services
California
$278K +$19.8K +460 +8%
SI
593
Seeds Investor
New York
$275K
BMWM
594
Brown Miller Wealth Management
Virginia
$274K -$50.1K -1,166 -16%
EAM
595
Evanson Asset Management
California
$273K +$18K +419 +7%
KWM
596
KMT Wealth Management
California
$270K
PWA
597
Principia Wealth Advisory
Texas
$266K +$91.3K +2,126 +54%
PFPG
598
Pinnacle Financial Partners (Georgia)
Georgia
$263K +$259K +6,029 New
RFA
599
Rollins Financial Advisors
New York
$258K +$254K +5,923 New
WFP
600
Worthington Financial Partners
Ohio
$256K +$252K +5,871 New