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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
MAI Capital Management
Ohio
$273K
EAM
602
Evanson Asset Management
California
$272K
OCA
603
OpenArc Corporate Advisory
Georgia
$272K
MWS
604
MFA Wealth Services
California
$271K
BMWM
605
Brown Miller Wealth Management
Virginia
$267K
KWM
606
KMT Wealth Management
California
$263K
RBFC
607
Roman Butler Fullerton & Co
Missouri
$262K
SWIG
608
Strategic Wealth Investment Group
Kentucky
$262K
BGAI
609
Bruce G. Allen Investments
Colorado
$261K
EWA
610
Exit Wealth Advisors
Georgia
$260K
AFA
611
American Financial Advisors
Georgia
$260K
PFPG
612
Pinnacle Financial Partners (Georgia)
Georgia
$259K
MSG
613
Main Street Group
Virginia
$253K
FPAS
614
Focus Partners Advisor Solutions
Missouri
$253K
RFA
615
Rollins Financial Advisors
New York
$252K
BIAS
616
Beacon Investment Advisory Services
New Jersey
$249K
SC
617
Savant Capital
Illinois
$248K
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$248K
VDC
619
Van Diest Capital
Iowa
$243K
CWM
620
CarsonAllaria Wealth Management
Illinois
$242K
MSFP
621
Mark Sheptoff Financial Planning
Connecticut
$242K
CSIC
622
Clifford Swan Investment Counsel
California
$238K
SFA
623
Sequoia Financial Advisors
Ohio
$238K
PCS
624
Private Client Services
Kentucky
$237K
OFG
625
Orcam Financial Group
California
$234K