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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
AGWCA
626
Annis Gardner Whiting Capital Advisors
Florida
$55.3K
JWM
627
Jessup Wealth Management
Ohio
$51.3K
BDS
628
Banco de Sabadell
Florida
$51K
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$50.1K
S
630
SignatureFD
Georgia
$48.6K
BF
631
BOK Financial
Oklahoma
$45.6K
AI
632
Arvest Investments
Arkansas
$45.1K
TC
633
Trust Company
Kansas
$39.4K
CA
634
CoreCap Advisors
Michigan
$37K
TCM
635
TD Capital Management
Tennessee
$34K
HFS
636
Hughes Financial Services
Virginia
$33.8K
SAG
637
SageView Advisory Group
California
$33.4K
TCM
638
Triumph Capital Management
Colorado
$32.7K
TAM
639
Tucker Asset Management
Colorado
$32.4K
FGAM
640
Financial Gravity Asset Management
Texas
$32.3K
BHWM
641
Bay Harbor Wealth Management
Maryland
$32.3K
FWA
642
Flagship Wealth Advisors
Massachusetts
$32.2K
FCG
643
Financial Connections Group
California
$30K
GTAM
644
Global Trust Asset Management
Florida
$26.2K
PK
645
Pflug Koory
Nebraska
$25.5K
NMG
646
New Millennium Group
Utah
$24.8K
ITIM
647
Indiana Trust & Investment Management
Indiana
$24.4K
RF
648
Rossby Financial
Florida
$22.4K
GSWM
649
Golden State Wealth Management
California
$22.1K
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.8K