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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
PWA
576
Principia Wealth Advisory
Texas
$266K
PFPG
577
Pinnacle Financial Partners (Georgia)
Georgia
$263K
RFA
578
Rollins Financial Advisors
New York
$258K
BIAS
579
Beacon Investment Advisory Services
New Jersey
$255K
SVWAG
580
Sound View Wealth Advisors Group
Georgia
$252K
CWM
581
CarsonAllaria Wealth Management
Illinois
$249K
OFG
582
Orcam Financial Group
California
$240K
DWAM
583
Duncan Williams Asset Management
Tennessee
$235K
SFG
584
Synergy Financial Group
California
$231K
PCM
585
Pennsylvania Capital Management
Pennsylvania
$230K
AFG
586
Allegheny Financial Group
Pennsylvania
$230K
TVPW
587
Third View Private Wealth
Connecticut
$226K
OA
588
Operose Advisors
Wisconsin
$225K
AW
589
Avion Wealth
Texas
$222K
HAM
590
Harmony Asset Management
Arizona
$219K
WFPG
591
Waller Financial Planning Group
Ohio
$218K
HIA
592
HTG Investment Advisors
Connecticut
$218K
SIC
593
SFE Investment Counsel
California
$217K
CWG
594
Cornerstone Wealth Group
North Carolina
$217K
CRI
595
Colonial River Investments
Virginia
$216K
DA
596
Dover Advisors
Virginia
$212K
SFA
597
Sequoia Financial Advisors
Ohio
$210K
Bessemer Group
598
Bessemer Group
New Jersey
$207K
KF
599
Krilogy Financial
Missouri
$206K
HT
600
Heritage Trust
Oklahoma
$205K