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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
FIA
626
Foundations Investment Advisors
Arizona
$232K
SF
627
Symphony Financial
Texas
$231K
PCM
628
Pennsylvania Capital Management
Pennsylvania
$229K
CWG
629
Cornerstone Wealth Group
North Carolina
$226K
LA
630
LexAurum Advisors
Kansas
$224K
CC
631
Cypress Capital
Tennessee
$223K
HAM
632
Harmony Asset Management
Arizona
$217K
SWM
633
SHP Wealth Management
Massachusetts
$214K
CRI
634
Colonial River Investments
Virginia
$214K
HIA
635
HTG Investment Advisors
Connecticut
$213K
4A
636
4Wealth Advisors
Illinois
$212K
SIC
637
SFE Investment Counsel
California
$212K
KF
638
Krilogy Financial
Missouri
$210K
WFP
639
Worthington Financial Partners
Ohio
$206K
WPC
640
Wedmont Private Capital
Pennsylvania
$201K
HT
641
Heritage Trust
Oklahoma
$200K
VCM
642
Versant Capital Management
Arizona
$186K
SNB
643
Security National Bank
Nebraska
$158K
OC
644
Oakworth Capital
Alabama
$155K
GKIM
645
GW&K Investment Management
Massachusetts
$149K
MG
646
Mather Group
Illinois
$147K
Russell Investments Group
647
Russell Investments Group
United Kingdom
$146K
FHC
648
First Horizon Corporation
Tennessee
$144K
WAS
649
Winch Advisory Services
Wisconsin
$119K
OA
650
Operose Advisors
Wisconsin
$118K