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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
FHC
651
First Horizon Corporation
Tennessee
$144K
WAS
652
Winch Advisory Services
Wisconsin
$119K
OA
653
Operose Advisors
Wisconsin
$118K -$105K -2,367 -46%
SEP
654
Signature Equity Partners
Ohio
$115K +$120K +2,695 New
FFL
655
Financial Freedom LLC
Ohio
$111K +$26.7K +600 +30%
CFFP
656
Center for Financial Planning
Michigan
$109K
UB
657
UMB Bank
Missouri
$91.5K
BCWM
658
Bartlett & Co Wealth Management
Ohio
$91K
M
659
MOTCO
Texas
$84.4K +$88.1K +1,984 New
TWC
660
TD Waterhouse Canada
Ontario, Canada
$83.1K +$86.6K +1,950 New
TPWA
661
Twin Peaks Wealth Advisors
California
$79.9K +$83.4K +1,878 New
DAM
662
Delta Asset Management
Tennessee
$76.5K +$79.9K +1,798 New
IAAG
663
Innovative Asset Advisors Group
Connecticut
$68.7K +$71.5K +1,610 New
AIC
664
Archer Investment Corporation
Indiana
$68.4K
BAM
665
Bellevue Asset Management
Washington
$62K +$64.7K +1,457 New
TM
666
Torren Management
California
$57.9K +$60.5K +1,361 New
BTI
667
Blue Trust Inc
Georgia
$57.1K -$650K -14,629 -92%
GFA
668
Godfrey Financial Associates
New York
$56.5K
CTC
669
Central Trust Company
Missouri
$56.5K
VAI
670
Vanguard Advisers Inc
Pennsylvania
$53.6K +$56K +1,260 New
WG
671
Wellington Group
Indiana
$53.4K -$16.5K -372 -23%
BDS
672
Banco de Sabadell
Florida
$49K
HPBT
673
Hickory Point Bank & Trust
Illinois
$47.7K +$49.8K +1,122 New
CA
674
CoreCap Advisors
Michigan
$47.6K +$12K +271 +32%
S
675
SignatureFD
Georgia
$47.3K