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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
WWM
51
Western Wealth Management
Colorado
$45.2M
CIA
52
Concurrent Investment Advisors
Florida
$44.8M
BEI
53
Benjamin Edwards Inc
Missouri
$44M
SIAS
54
Summit Investment Advisory Services
Minnesota
$43.9M
Jane Street
55
Jane Street
New York
$43.6M
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$41.1M
CA
57
Continuum Advisory
Idaho
$40.9M
PNC
58
Park National Corp
Ohio
$39.9M
SWM
59
SK Wealth Management
Rhode Island
$39.7M
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$37.6M
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$37.4M
GWM
62
Geneos Wealth Management
Colorado
$36.2M
PA
63
Procyon Advisors
Connecticut
$35.5M
MIAS
64
Mason Investment Advisory Services
Virginia
$34.4M
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$33.4M
GRP
66
Global Retirement Partners
California
$33.4M
AssetMark Inc
67
AssetMark Inc
California
$33.2M
AFA
68
AA Financial Advisors
Ohio
$33M
HI
69
Harbour Investments
Wisconsin
$32.8M
KPWS
70
Kestra Private Wealth Services
Texas
$32.2M
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$32.1M
AWM
72
Axxcess Wealth Management
California
$30.7M
AWM
73
Avaii Wealth Management
Wisconsin
$30.2M
SA
74
Sanctuary Advisors
Indiana
$28.3M
MHB
75
Midwest Heritage Bank
Iowa
$28.3M