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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
GM
576
GeoWealth Management
Illinois
$305K
CWA
577
Consilio Wealth Advisors
Washington
$299K
QFW
578
QTR Family Wealth
Florida
$296K
GSAM
579
Grant Street Asset Management
Pennsylvania
$295K
NS
580
NBC Securities
Alabama
$291K
AA
581
Armis Advisers
Georgia
$288K
SA
582
Sonoma Allocations
California
$285K
SAW
583
Signal Advisors Wealth
Michigan
$283K
EWA
584
Exencial Wealth Advisors
Oklahoma
$282K
MWS
585
MFA Wealth Services
California
$278K
SI
586
Seeds Investor
New York
$275K
BMWM
587
Brown Miller Wealth Management
Virginia
$274K
EAM
588
Evanson Asset Management
California
$273K
KWM
589
KMT Wealth Management
California
$270K
PWA
590
Principia Wealth Advisory
Texas
$266K
PFPG
591
Pinnacle Financial Partners (Georgia)
Georgia
$263K
RFA
592
Rollins Financial Advisors
New York
$258K
WFP
593
Worthington Financial Partners
Ohio
$256K
BIAS
594
Beacon Investment Advisory Services
New Jersey
$255K
SWM
595
SHP Wealth Management
Massachusetts
$254K
SVWAG
596
Sound View Wealth Advisors Group
Georgia
$252K
CWM
597
CarsonAllaria Wealth Management
Illinois
$249K
OFG
598
Orcam Financial Group
California
$240K
DWAM
599
Duncan Williams Asset Management
Tennessee
$235K
SFG
600
Synergy Financial Group
California
$231K