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Capital Group Dividend Value ETF

728 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, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
701
CrossGen Wealth
North Carolina
$19K +$19.8K +446 New
AUB
702
Atlantic Union Bankshares
Virginia
$17.9K +$18.7K +420 New
GWSA
703
Global Wealth Strategies & Associates
Colorado
$17K +$17.7K +399 New
YDMI
704
Y.D. More Investments
Israel
$15.8K
FC
705
Financial Consulate
Maryland
$14.9K +$10.2K +230 +192%
Simplex Trading
706
Simplex Trading
Illinois
$14.6K +$15.2K +343 New
JFA
707
JNBA Financial Advisors
Minnesota
$14K +$14.6K +328 New
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$13K -$37.5K -844 -73%
SA
709
Scarborough Advisors
Maryland
$12.9K
BTD
710
BankPlus Trust Department
Mississippi
$12.8K
DF
711
Dunhill Financial
United Kingdom
$11.7K +$12.2K +275 New
AA
712
Ancora Advisors
Ohio
$11.5K +$12K +271 New
HDIM
713
Hanson & Doremus Investment Management
Vermont
$10K
FLP
714
Financial Life Planners
Arizona
$8.68K +$9.06K +204 New
CFO
715
CVA Family Office
Colorado
$8.68K +$9.06K +204 New
GJIA
716
Glass Jacobson Investment Advisors
Maryland
$7.02K
CPBTD
717
Central Pacific Bank - Trust Division
Hawaii
$6.59K +$1.73K +39 +34%
RBC
718
Roble Belko & Company
Pennsylvania
$6K
MCA
719
McGuire Capital Advisors
Oklahoma
$5.66K
HNB
720
Huntington National Bank
Ohio
$5.02K
PB
721
Pinnacle Bancorp
Nebraska
$4.98K
FFC
722
First Financial Corp
Indiana
$4.72K
MAS
723
MPWM Advisory Solutions
Georgia
$4.2K -$1.33K -30 -23%
HFS
724
Hantz Financial Services
Michigan
$2K -$4.31K -97 -65%
GSEP
725
Golden State Equity Partners
California
$1.91K +$2K +45 New