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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
651
Jessup Wealth Management
Ohio
$51.3K +$50.5K +1,175 New
BDS
652
Banco de Sabadell
Florida
$51K
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$50.1K
S
654
SignatureFD
Georgia
$48.6K
BF
655
BOK Financial
Oklahoma
$45.6K -$29.2K -680 -39%
AI
656
Arvest Investments
Arkansas
$45.1K -$22.2K -517 -33%
TC
657
Trust Company
Kansas
$39.4K +$3.39K +79 +10%
CA
658
CoreCap Advisors
Michigan
$37K +$17.6K +411 +94%
TCM
659
TD Capital Management
Tennessee
$34K +$33.4K +779 New
HFS
660
Hughes Financial Services
Virginia
$33.8K
SAG
661
SageView Advisory Group
California
$33.4K +$32.9K +766 New
TCM
662
Triumph Capital Management
Colorado
$32.7K +$32.2K +750 New
TAM
663
Tucker Asset Management
Colorado
$32.4K +$31.9K +743 New
FGAM
664
Financial Gravity Asset Management
Texas
$32.3K
BHWM
665
Bay Harbor Wealth Management
Maryland
$32.3K +$31.8K +740 New
FWA
666
Flagship Wealth Advisors
Massachusetts
$32.2K +$31.7K +738 New
FCG
667
Financial Connections Group
California
$30K
GTAM
668
Global Trust Asset Management
Florida
$26.2K -$78.1K -1,820 -75%
PK
669
Pflug Koory
Nebraska
$25.5K +$25.1K +584 New
NMG
670
New Millennium Group
Utah
$24.8K
ITIM
671
Indiana Trust & Investment Management
Indiana
$24.4K
SWP
672
Strategic Wealth Partners
Ohio
$22.8K +$22.4K +522 New
RF
673
Rossby Financial
Florida
$22.4K
GSWM
674
Golden State Wealth Management
California
$22.1K +$172 +4 +0.8%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.8K +$21.5K +500 New