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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
TWM
601
TCFG Wealth Management
California
$274K +$286K +6,445 New
SA
602
Sonoma Allocations
California
$274K +$711 +16 +0.3%
WAM
603
Weatherly Asset Management
California
$273K -$38.5K -866 -12%
MCM
604
MAI Capital Management
Ohio
$273K +$191K +4,308 +205%
EAM
605
Evanson Asset Management
California
$272K +$5.73K +129 +2%
OCA
606
OpenArc Corporate Advisory
Georgia
$272K -$30.8K -693 -10%
MWS
607
MFA Wealth Services
California
$271K
BMWM
608
Brown Miller Wealth Management
Virginia
$267K
KWM
609
KMT Wealth Management
California
$263K
RBFC
610
Roman Butler Fullerton & Co
Missouri
$262K +$263K +5,911 New
SWIG
611
Strategic Wealth Investment Group
Kentucky
$262K +$273K +6,150 New
BGAI
612
Bruce G. Allen Investments
Colorado
$261K -$49.8K -1,121 -15%
EWA
613
Exit Wealth Advisors
Georgia
$260K +$272K +6,120 New
AFA
614
American Financial Advisors
Georgia
$260K +$272K +6,118 New
PFPG
615
Pinnacle Financial Partners (Georgia)
Georgia
$259K +$2.58K +58 +1%
MSG
616
Main Street Group
Virginia
$253K +$264K +5,944 New
FPAS
617
Focus Partners Advisor Solutions
Missouri
$253K -$141K -3,176 -35%
RFA
618
Rollins Financial Advisors
New York
$252K
BIAS
619
Beacon Investment Advisory Services
New Jersey
$249K
SC
620
Savant Capital
Illinois
$248K +$259K +5,830 New
SVWAG
621
Sound View Wealth Advisors Group
Georgia
$248K +$2.44K +55 +1%
VDC
622
Van Diest Capital
Iowa
$243K +$254K +5,714 New
CWM
623
CarsonAllaria Wealth Management
Illinois
$242K
MSFP
624
Mark Sheptoff Financial Planning
Connecticut
$242K +$72.8K +1,638 +46%
CSIC
625
Clifford Swan Investment Counsel
California
$238K +$249K +5,599 New