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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
PCS
626
Private Client Services
Kentucky
$237K
OFG
627
Orcam Financial Group
California
$234K
FIA
628
Foundations Investment Advisors
Arizona
$232K
SF
629
Symphony Financial
Texas
$231K
PCM
630
Pennsylvania Capital Management
Pennsylvania
$229K
CWG
631
Cornerstone Wealth Group
North Carolina
$226K
LA
632
LexAurum Advisors
Kansas
$224K
CC
633
Cypress Capital
Tennessee
$223K
HAM
634
Harmony Asset Management
Arizona
$217K
SWM
635
SHP Wealth Management
Massachusetts
$214K
CRI
636
Colonial River Investments
Virginia
$214K
HIA
637
HTG Investment Advisors
Connecticut
$213K
4A
638
4Wealth Advisors
Illinois
$212K
SIC
639
SFE Investment Counsel
California
$212K
KF
640
Krilogy Financial
Missouri
$210K
WFP
641
Worthington Financial Partners
Ohio
$206K
WPC
642
Wedmont Private Capital
Pennsylvania
$201K
HT
643
Heritage Trust
Oklahoma
$200K
VCM
644
Versant Capital Management
Arizona
$186K
SNB
645
Security National Bank
Nebraska
$158K
OC
646
Oakworth Capital
Alabama
$155K
GKIM
647
GW&K Investment Management
Massachusetts
$149K
MG
648
Mather Group
Illinois
$147K
Russell Investments Group
649
Russell Investments Group
United Kingdom
$146K
FHC
650
First Horizon Corporation
Tennessee
$144K