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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
WAM
601
Worth Asset Management
Texas
$205K
WANY
602
Wealthspire Advisors (New York)
New York
$205K
4A
603
4Wealth Advisors
Illinois
$201K
SNB
604
Security National Bank
Nebraska
$162K
OC
605
Oakworth Capital
Alabama
$159K
MSFP
606
Mark Sheptoff Financial Planning
Connecticut
$154K
FHC
607
First Horizon Corporation
Tennessee
$147K
Russell Investments Group
608
Russell Investments Group
United Kingdom
$142K
WAS
609
Winch Advisory Services
Wisconsin
$122K
CFFP
610
Center for Financial Planning
Michigan
$112K
VWWMG
611
Vermillion & White Wealth Management Group
Pennsylvania
$107K
CI
612
CX Institutional
Indiana
$106K
GWSG
613
GPS Wealth Strategies Group
Colorado
$101K
UB
614
UMB Bank
Missouri
$93.9K
MCM
615
MAI Capital Management
Ohio
$91.6K
FFL
616
Financial Freedom LLC
Ohio
$87.5K
BCWM
617
Bartlett & Co Wealth Management
Ohio
$85.7K
UBS AM
618
UBS AM
Illinois
$70.6K
AIC
619
Archer Investment Corporation
Indiana
$70.2K
CA
620
Clearstead Advisors
Ohio
$66.6K
Fifth Third Bancorp
621
Fifth Third Bancorp
Ohio
$66K
SIS
622
Sound Income Strategies
Florida
$63.6K
TCOV
623
Trust Company of Vermont
Vermont
$58.8K
GFA
624
Godfrey Financial Associates
New York
$58K
CTC
625
Central Trust Company
Missouri
$58K