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Capital Group Dividend Value ETF

696 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 143 funds opening new positions, 408 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:

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.1B)

5% more call options, than puts

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

0.51% less ownership

Funds ownership: 75.8%75.3% (-0.51%)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$252K
CWM
602
CarsonAllaria Wealth Management
Illinois
$249K
OFG
603
Orcam Financial Group
California
$240K
DWAM
604
Duncan Williams Asset Management
Tennessee
$235K
SFG
605
Synergy Financial Group
California
$231K
PCM
606
Pennsylvania Capital Management
Pennsylvania
$230K
AFG
607
Allegheny Financial Group
Pennsylvania
$230K
TVPW
608
Third View Private Wealth
Connecticut
$226K
OA
609
Operose Advisors
Wisconsin
$225K
AW
610
Avion Wealth
Texas
$222K
HAM
611
Harmony Asset Management
Arizona
$219K
HIA
612
HTG Investment Advisors
Connecticut
$218K
WFPG
613
Waller Financial Planning Group
Ohio
$218K
SIC
614
SFE Investment Counsel
California
$217K
CWG
615
Cornerstone Wealth Group
North Carolina
$217K
CRI
616
Colonial River Investments
Virginia
$216K
DA
617
Dover Advisors
Virginia
$212K
SFA
618
Sequoia Financial Advisors
Ohio
$210K
Bessemer Group
619
Bessemer Group
New Jersey
$207K
KF
620
Krilogy Financial
Missouri
$206K
HT
621
Heritage Trust
Oklahoma
$205K
WAM
622
Worth Asset Management
Texas
$205K
WANY
623
Wealthspire Advisors (New York)
New York
$205K
4A
624
4Wealth Advisors
Illinois
$201K
SNB
625
Security National Bank
Nebraska
$162K