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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Clearstead Advisors
Ohio
$47K
BF
677
BOK Financial
Oklahoma
$44.5K
AI
678
Arvest Investments
Arkansas
$43.9K
HIC
679
Hamrick Investment Counsel
Washington
$41.8K
DPW
680
DiNuzzo Private Wealth
Pennsylvania
$38.7K
FIA
681
FNY Investment Advisers
New York
$38K
B
682
Bayban
Minnesota
$36.4K
CAM
683
Clarity Asset Management
Iowa
$35.2K
CI
684
CX Institutional
Indiana
$34K
TCM
685
TD Capital Management
Tennessee
$33.2K
HFS
686
Hughes Financial Services
Virginia
$32.9K
SIS
687
Sound Income Strategies
Florida
$32.5K
TCM
688
Triumph Capital Management
Colorado
$32K
BHWM
689
Bay Harbor Wealth Management
Maryland
$31.6K
FGAM
690
Financial Gravity Asset Management
Texas
$31.5K
ST
691
Smithfield Trust
Pennsylvania
$31K
FCG
692
Financial Connections Group
California
$29K
GTAM
693
Global Trust Asset Management
Florida
$25.5K
PK
694
Pflug Koory
Nebraska
$24.8K
ITIM
695
Indiana Trust & Investment Management
Indiana
$23.8K
SWP
696
Strategic Wealth Partners
Ohio
$22.2K
RF
697
Rossby Financial
Florida
$22K
HHGA
698
Halbert Hargrove Global Advisors
California
$20.9K
FCAS
699
First Command Advisory Services
Texas
$19.7K
CW
700
CrossGen Wealth
North Carolina
$19K