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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
BWP
576
Balboa Wealth Partners
Arizona
$339K -$10.3K -232 -3%
QCG
577
Quadrant Capital Group
Ohio
$336K -$167K -3,748 -32%
SC
578
Sapient Capital
Indiana
$332K +$20K +450 +6%
CP
579
Creekside Partners
California
$332K
RFA
580
Register Financial Advisors
Georgia
$330K +$345K +7,769 New
1WA
581
180 Wealth Advisors
Washington
$330K -$4.44K -100 -1%
RIA
582
Regal Investment Advisors
Michigan
$327K +$12.2K +275 +4%
AA
583
Armis Advisers
Georgia
$325K +$267 +6 +0.1%
TI
584
tru Independence
Oregon
$324K -$55.6K -1,252 -14%
BFG
585
Berger Financial Group
Minnesota
$320K +$9.95K +224 +3%
SAI
586
Savvy Advisors Inc
New York
$312K -$46.2K -1,040 -12%
TWM
587
Triton Wealth Management
Arizona
$309K -$8.89K -200 -3%
Pathstone Holdings
588
Pathstone Holdings
New Jersey
$302K +$316K +7,109 New
SFG
589
Synergy Financial Group
California
$299K +$77.6K +1,746 +33%
SAW
590
Signal Advisors Wealth
Michigan
$295K +$19.9K +447 +7%
KTM
591
Keeler Thomas Management
Utah
$290K +$302K +6,808 New
QFW
592
QTR Family Wealth
Florida
$289K -$5.95K -134 -2%
GSAM
593
Grant Street Asset Management
Pennsylvania
$288K
SI
594
Seeds Investor
New York
$286K -$133 -3 -0%
NS
595
Northland Securities
Minnesota
$285K -$26.8K -603 -8%
GM
596
GeoWealth Management
Illinois
$285K -$12.3K -277 -4%
Goldman Sachs
597
Goldman Sachs
New York
$284K +$297K +6,687 New
Fisher Asset Management
598
Fisher Asset Management
Washington
$283K -$189K -4,260 -39%
SWMG
599
Sard Wealth Management Group
Georgia
$279K -$209K -4,708 -42%
TIA
600
TCFG Investment Advisors
California
$274K +$286K +6,445 New