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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
Fidelity Investments
676
Fidelity Investments
Massachusetts
$7.55K
GJIA
677
Glass Jacobson Investment Advisors
Maryland
$7.2K
HFS
678
Hantz Financial Services
Michigan
$7K
RBC
679
Roble Belko & Company
Pennsylvania
$6K
MCA
680
McGuire Capital Advisors
Oklahoma
$5.8K
MAS
681
MPWM Advisory Solutions
Georgia
$5.62K
FC
682
Financial Consulate
Maryland
$5.24K
HNB
683
Huntington National Bank
Ohio
$5.15K
PB
684
Pinnacle Bancorp
Nebraska
$5.11K
CPBTD
685
Central Pacific Bank - Trust Division
Hawaii
$5.06K
FFC
686
First Financial Corp
Indiana
$4.84K
ETC
687
Exchange Traded Concepts
Oklahoma
$1.88K
NL
688
Navalign LLC
California
$1.09K
NFSG
689
Newbridge Financial Services Group
Florida
$44
BlackRock
690
BlackRock
New York
$27
M1FG
691
Mach-1 Financial Group
Arkansas
Kovitz Investment Group Partners
692
Kovitz Investment Group Partners
Illinois
PPWP
693
Premier Path Wealth Partners
New Jersey
FGA
694
Fortis Group Advisors
New Jersey
XT
695
XTX Topco
Cayman Islands
RAS
696
RPS Advisory Solutions
Kentucky
VFA
697
Valeo Financial Advisors
Indiana
GCM
698
Glaxis Capital Management
Florida
TC
699
Touchstone Capital
Pennsylvania
WC
700
Waterloo Capital
Texas