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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
FCAS
676
First Command Advisory Services
Texas
$20.2K
CWP
677
Concord Wealth Partners
Virginia
$17.4K
YDMI
678
Y.D. More Investments
Israel
$16.8K
SA
679
Scarborough Advisors
Maryland
$13.2K
BTD
680
BankPlus Trust Department
Mississippi
$13.1K
HDIM
681
Hanson & Doremus Investment Management
Vermont
$10K
MIFH
682
Migdal Insurance & Financial Holdings
Israel
$10K
Fidelity Investments
683
Fidelity Investments
Massachusetts
$7.55K
GJIA
684
Glass Jacobson Investment Advisors
Maryland
$7.2K
HFS
685
Hantz Financial Services
Michigan
$7K
RBC
686
Roble Belko & Company
Pennsylvania
$6K
MCA
687
McGuire Capital Advisors
Oklahoma
$5.8K
MAS
688
MPWM Advisory Solutions
Georgia
$5.62K
FC
689
Financial Consulate
Maryland
$5.24K
HNB
690
Huntington National Bank
Ohio
$5.15K
PB
691
Pinnacle Bancorp
Nebraska
$5.11K
CPBTD
692
Central Pacific Bank - Trust Division
Hawaii
$5.06K
FFC
693
First Financial Corp
Indiana
$4.84K
ETC
694
Exchange Traded Concepts
Oklahoma
$1.88K
NL
695
Navalign LLC
California
$1.09K
NFSG
696
Newbridge Financial Services Group
Florida
$44
BlackRock
697
BlackRock
New York
$27
M1FG
698
Mach-1 Financial Group
Arkansas
Kovitz Investment Group Partners
699
Kovitz Investment Group Partners
Illinois
PPWP
700
Premier Path Wealth Partners
New Jersey