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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
MA
676
Modus Advisors
Minnesota
$21.8K +$21.5K +500 New
HHGA
677
Halbert Hargrove Global Advisors
California
$21.5K
FCAS
678
First Command Advisory Services
Texas
$20.2K +$4.51K +105 +29%
CWP
679
Concord Wealth Partners
Virginia
$17.4K
YDMI
680
Y.D. More Investments
Israel
$16.8K
SA
681
Scarborough Advisors
Maryland
$13.2K +$86 +2 +0.7%
BTD
682
BankPlus Trust Department
Mississippi
$13.1K
HDIM
683
Hanson & Doremus Investment Management
Vermont
$10K
MIFH
684
Migdal Insurance & Financial Holdings
Israel
$10K +$10.1K +236 New
Fidelity Investments
685
Fidelity Investments
Massachusetts
$7.55K +$7.43K +173 New
GJIA
686
Glass Jacobson Investment Advisors
Maryland
$7.2K +$7.08K +165 New
HFS
687
Hantz Financial Services
Michigan
$7K +$6.44K +150 New
RBC
688
Roble Belko & Company
Pennsylvania
$6K +$1.07K +25 +22%
MCA
689
McGuire Capital Advisors
Oklahoma
$5.8K +$5.71K +133 New
MAS
690
MPWM Advisory Solutions
Georgia
$5.62K +$43 +1 +0.8%
FC
691
Financial Consulate
Maryland
$5.24K +$5.15K +120 New
HNB
692
Huntington National Bank
Ohio
$5.15K
PB
693
Pinnacle Bancorp
Nebraska
$5.11K -$4.51K -105 -47%
CPBTD
694
Central Pacific Bank - Trust Division
Hawaii
$5.06K +$472 +11 +10%
FFC
695
First Financial Corp
Indiana
$4.84K +$4.77K +111 New
ETC
696
Exchange Traded Concepts
Oklahoma
$1.88K -$1.12K -26 -38%
NL
697
Navalign LLC
California
$1.09K +$1.07K +25 New
NFSG
698
Newbridge Financial Services Group
Florida
$44 +$43 +1 New
BlackRock
699
BlackRock
New York
$27 +$43 +1 New
M1FG
700
Mach-1 Financial Group
Arkansas
-$10.5M -248,712 Closed