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Capital Group Dividend Value ETF

696 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 143 funds opening new positions, 408 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:

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.1B)

5% more call options, than puts

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

0.51% less ownership

Funds ownership: 75.8%75.3% (-0.51%)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$50.1K
S
652
SignatureFD
Georgia
$48.6K
BF
653
BOK Financial
Oklahoma
$45.6K
AI
654
Arvest Investments
Arkansas
$45.1K
TC
655
Trust Company
Kansas
$39.4K
CA
656
CoreCap Advisors
Michigan
$37K
TCM
657
TD Capital Management
Tennessee
$34K
HFS
658
Hughes Financial Services
Virginia
$33.8K
SAG
659
SageView Advisory Group
California
$33.4K
TCM
660
Triumph Capital Management
Colorado
$32.7K
TAM
661
Tucker Asset Management
Colorado
$32.4K
FGAM
662
Financial Gravity Asset Management
Texas
$32.3K
BHWM
663
Bay Harbor Wealth Management
Maryland
$32.3K
FWA
664
Flagship Wealth Advisors
Massachusetts
$32.2K
FCG
665
Financial Connections Group
California
$30K
GTAM
666
Global Trust Asset Management
Florida
$26.2K
PK
667
Pflug Koory
Nebraska
$25.5K
NMG
668
New Millennium Group
Utah
$24.8K
ITIM
669
Indiana Trust & Investment Management
Indiana
$24.4K
SWP
670
Strategic Wealth Partners
Ohio
$22.8K
RF
671
Rossby Financial
Florida
$22.4K
GSWM
672
Golden State Wealth Management
California
$22.1K
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.8K
MA
674
Modus Advisors
Minnesota
$21.8K
HHGA
675
Halbert Hargrove Global Advisors
California
$21.5K