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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
Kovitz Investment Group Partners
701
Kovitz Investment Group Partners
Illinois
-$2.57M -60,944 Closed
PPWP
702
Premier Path Wealth Partners
New Jersey
-$1.59M -37,746 Closed
FGA
703
Fortis Group Advisors
New Jersey
-$854K -20,021 Closed
XT
704
XTX Topco
Cayman Islands
-$381K -9,059 Closed
RAS
705
RPS Advisory Solutions
Kentucky
-$347K -8,254 Closed
VFA
706
Valeo Financial Advisors
Indiana
-$328K -7,806 Closed
GCM
707
Glaxis Capital Management
Florida
-$294K -7,000 Closed
TC
708
Touchstone Capital
Pennsylvania
-$281K -6,674 Closed
WC
709
Waterloo Capital
Texas
-$236K -5,622 Closed
CPRC
710
Consolidated Portfolio Review Corp
New York
-$212K -4,942 Closed
Franklin Resources
711
Franklin Resources
California
-$204K -4,845 Closed
HWA
712
Heritage Wealth Architects
Minnesota
-$201K -4,790 Closed
MSWA
713
Marshall & Sterling Wealth Advisors
New York
-$146K -3,473 Closed
MG
714
Mather Group
Illinois
-$146K -3,464 Closed
Simplex Trading
715
Simplex Trading
Illinois
-$69K -1,658 Closed
FIA
716
FNY Investment Advisers
New York
-$37K -900 Closed
WTA
717
Washington Trust Advisors
Massachusetts
-$31.4K -747 Closed
TWM
718
Tripletail Wealth Management
Florida
-$23.2K -546 Closed
JFG
719
JDM Financial Group
Texas
-$17.8K -424 Closed
MSG
720
Main Street Group
Virginia
-$5.97K -142 Closed