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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
PCM
601
Pennsylvania Capital Management
Pennsylvania
$230K
AFG
602
Allegheny Financial Group
Pennsylvania
$230K
TVPW
603
Third View Private Wealth
Connecticut
$226K
OA
604
Operose Advisors
Wisconsin
$225K
AW
605
Avion Wealth
Texas
$222K
HAM
606
Harmony Asset Management
Arizona
$219K
WFPG
607
Waller Financial Planning Group
Ohio
$218K
HIA
608
HTG Investment Advisors
Connecticut
$218K
SIC
609
SFE Investment Counsel
California
$217K
CWG
610
Cornerstone Wealth Group
North Carolina
$217K
CRI
611
Colonial River Investments
Virginia
$216K
DA
612
Dover Advisors
Virginia
$212K
SFA
613
Sequoia Financial Advisors
Ohio
$210K
Bessemer Group
614
Bessemer Group
New Jersey
$207K
KF
615
Krilogy Financial
Missouri
$206K
HT
616
Heritage Trust
Oklahoma
$205K
WAM
617
Worth Asset Management
Texas
$205K
WANY
618
Wealthspire Advisors (New York)
New York
$205K
4A
619
4Wealth Advisors
Illinois
$201K
SNB
620
Security National Bank
Nebraska
$162K
OC
621
Oakworth Capital
Alabama
$159K
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
$154K
FHC
623
First Horizon Corporation
Tennessee
$147K
Russell Investments Group
624
Russell Investments Group
United Kingdom
$142K
WAS
625
Winch Advisory Services
Wisconsin
$122K