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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
BIAS
601
Beacon Investment Advisory Services
New Jersey
$255K
SWM
602
SHP Wealth Management
Massachusetts
$254K +$250K +5,821 New
SVWAG
603
Sound View Wealth Advisors Group
Georgia
$252K
CWM
604
CarsonAllaria Wealth Management
Illinois
$249K +$1.03K +24 +0.4%
OFG
605
Orcam Financial Group
California
$240K +$1.76K +41 +0.8%
DWAM
606
Duncan Williams Asset Management
Tennessee
$235K +$225K +5,231 New
SFG
607
Synergy Financial Group
California
$231K
PCM
608
Pennsylvania Capital Management
Pennsylvania
$230K +$226K +5,275 New
AFG
609
Allegheny Financial Group
Pennsylvania
$230K +$945 +22 +0.4%
TVPW
610
Third View Private Wealth
Connecticut
$226K +$222K +5,168 New
OA
611
Operose Advisors
Wisconsin
$225K
AW
612
Avion Wealth
Texas
$222K -$55.4K -1,291 -20%
HAM
613
Harmony Asset Management
Arizona
$219K
HIA
614
HTG Investment Advisors
Connecticut
$218K +$215K +5,000 New
WFPG
615
Waller Financial Planning Group
Ohio
$218K +$215K +5,000 New
SIC
616
SFE Investment Counsel
California
$217K
CWG
617
Cornerstone Wealth Group
North Carolina
$217K +$1.63K +38 +0.8%
CRI
618
Colonial River Investments
Virginia
$216K +$212K +4,944 New
DA
619
Dover Advisors
Virginia
$212K -$12.9K -300 -6%
SFA
620
Sequoia Financial Advisors
Ohio
$210K +$207K +4,818 New
Bessemer Group
621
Bessemer Group
New Jersey
$207K
KF
622
Krilogy Financial
Missouri
$206K +$199K +4,624 New
HT
623
Heritage Trust
Oklahoma
$205K +$202K +4,704 New
WAM
624
Worth Asset Management
Texas
$205K +$202K +4,694 New
WANY
625
Wealthspire Advisors (New York)
New York
$205K +$133K +3,087 +193%