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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
CFFP
626
Center for Financial Planning
Michigan
$112K
VWWMG
627
Vermillion & White Wealth Management Group
Pennsylvania
$107K
CI
628
CX Institutional
Indiana
$106K
GWSG
629
GPS Wealth Strategies Group
Colorado
$101K
UB
630
UMB Bank
Missouri
$93.9K
MCM
631
MAI Capital Management
Ohio
$91.6K
FFL
632
Financial Freedom LLC
Ohio
$87.5K
BCWM
633
Bartlett & Co Wealth Management
Ohio
$85.7K
UBS AM
634
UBS AM
Illinois
$70.6K
AIC
635
Archer Investment Corporation
Indiana
$70.2K
CA
636
Clearstead Advisors
Ohio
$66.6K
Fifth Third Bancorp
637
Fifth Third Bancorp
Ohio
$66K
SIS
638
Sound Income Strategies
Florida
$63.6K
TCOV
639
Trust Company of Vermont
Vermont
$58.8K
GFA
640
Godfrey Financial Associates
New York
$58K
CTC
641
Central Trust Company
Missouri
$58K
AGWCA
642
Annis Gardner Whiting Capital Advisors
Florida
$55.3K
JWM
643
Jessup Wealth Management
Ohio
$51.3K
BDS
644
Banco de Sabadell
Florida
$51K
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$50.1K
S
646
SignatureFD
Georgia
$48.6K
BF
647
BOK Financial
Oklahoma
$45.6K
AI
648
Arvest Investments
Arkansas
$45.1K
TC
649
Trust Company
Kansas
$39.4K
CA
650
CoreCap Advisors
Michigan
$37K