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Capital Group Dividend Value ETF

728 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, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
626
Sequoia Financial Advisors
Ohio
$238K +$34.7K +781 +16%
PCS
627
Private Client Services
Kentucky
$237K +$247K +5,570 New
OFG
628
Orcam Financial Group
California
$234K
FIA
629
Foundations Investment Advisors
Arizona
$232K +$242K +5,444 New
SF
630
Symphony Financial
Texas
$231K +$242K +5,437 New
PCM
631
Pennsylvania Capital Management
Pennsylvania
$229K +$5.24K +118 +2%
CWG
632
Cornerstone Wealth Group
North Carolina
$226K +$533 +12 +0.2%
LA
633
LexAurum Advisors
Kansas
$224K +$234K +5,273 New
CC
634
Cypress Capital
Tennessee
$223K +$233K +5,245 New
HAM
635
Harmony Asset Management
Arizona
$217K +$4.09K +92 +2%
SWM
636
SHP Wealth Management
Massachusetts
$214K -$35.1K -789 -14%
CRI
637
Colonial River Investments
Virginia
$214K +$3.6K +81 +2%
HIA
638
HTG Investment Advisors
Connecticut
$213K
4A
639
4Wealth Advisors
Illinois
$212K +$22.7K +510 +11%
SIC
640
SFE Investment Counsel
California
$212K
KF
641
Krilogy Financial
Missouri
$210K
WFP
642
Worthington Financial Partners
Ohio
$206K -$45.7K -1,028 -18%
WPC
643
Wedmont Private Capital
Pennsylvania
$201K -$129K -2,906 -39%
HT
644
Heritage Trust
Oklahoma
$200K
VCM
645
Versant Capital Management
Arizona
$186K +$194K +4,373 New
SNB
646
Security National Bank
Nebraska
$158K
OC
647
Oakworth Capital
Alabama
$155K
GKIM
648
GW&K Investment Management
Massachusetts
$149K +$155K +3,500 New
MG
649
Mather Group
Illinois
$147K +$154K +3,464 New
Russell Investments Group
650
Russell Investments Group
United Kingdom
$146K +$7.46K +168 +5%