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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
SA
601
Sonoma Allocations
California
$274K
WAM
602
Weatherly Asset Management
California
$273K
MCM
603
MAI Capital Management
Ohio
$273K
EAM
604
Evanson Asset Management
California
$272K
OCA
605
OpenArc Corporate Advisory
Georgia
$272K
MWS
606
MFA Wealth Services
California
$271K
BMWM
607
Brown Miller Wealth Management
Virginia
$267K
KWM
608
KMT Wealth Management
California
$263K
RBFC
609
Roman Butler Fullerton & Co
Missouri
$262K
SWIG
610
Strategic Wealth Investment Group
Kentucky
$262K
BGAI
611
Bruce G. Allen Investments
Colorado
$261K
EWA
612
Exit Wealth Advisors
Georgia
$260K
AFA
613
American Financial Advisors
Georgia
$260K
PFPG
614
Pinnacle Financial Partners (Georgia)
Georgia
$259K
MSG
615
Main Street Group
Virginia
$253K
FPAS
616
Focus Partners Advisor Solutions
Missouri
$253K
RFA
617
Rollins Financial Advisors
New York
$252K
BIAS
618
Beacon Investment Advisory Services
New Jersey
$249K
SC
619
Savant Capital
Illinois
$248K
SVWAG
620
Sound View Wealth Advisors Group
Georgia
$248K
VDC
621
Van Diest Capital
Iowa
$243K
CWM
622
CarsonAllaria Wealth Management
Illinois
$242K
MSFP
623
Mark Sheptoff Financial Planning
Connecticut
$242K
CSIC
624
Clifford Swan Investment Counsel
California
$238K
SFA
625
Sequoia Financial Advisors
Ohio
$238K