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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
WWM
51
Western Wealth Management
Colorado
$45.2M +$1.53M +35,631 +4%
CIA
52
Concurrent Investment Advisors
Florida
$44.8M +$14.2M +331,081 +48%
BEI
53
Benjamin Edwards Inc
Missouri
$44M +$5.46M +127,240 +14%
SIAS
54
Summit Investment Advisory Services
Minnesota
$43.9M +$1.47M +34,309 +4%
Jane Street
55
Jane Street
New York
$43.6M -$350K -8,160 -0.8%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$41.1M +$893K +20,797 +2%
CA
57
Continuum Advisory
Idaho
$40.9M +$1.83M +42,604 +5%
PNC
58
Park National Corp
Ohio
$39.9M +$333K +7,751 +0.9%
SWM
59
SK Wealth Management
Rhode Island
$39.7M +$32.2M +749,442 +567%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$37.5M +$15.8M +367,119 +74%
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$37.4M +$377K +8,790 +1%
GWM
62
Geneos Wealth Management
Colorado
$36.2M +$594K +13,834 +2%
PA
63
Procyon Advisors
Connecticut
$35.5M +$1.64M +38,112 +5%
MIAS
64
Mason Investment Advisory Services
Virginia
$34.4M +$13.4M +312,731 +66%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$33.4M +$28.2M +657,702 +609%
GRP
66
Global Retirement Partners
California
$33.4M +$3.48M +81,072 +12%
AssetMark Inc
67
AssetMark Inc
California
$33.2M +$2.43M +56,617 +8%
AFA
68
AA Financial Advisors
Ohio
$33M +$1.38M +32,219 +4%
HI
69
Harbour Investments
Wisconsin
$32.8M +$4.93M +114,774 +18%
KPWS
70
Kestra Private Wealth Services
Texas
$32.2M +$4.28M +99,755 +16%
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$32.1M +$22.4M +521,378 +244%
JDLA
72
J. Derek Lewis & Associates
California
$31.4M +$30.9M +719,370 New
AWM
73
Axxcess Wealth Management
California
$30.7M +$2.69M +62,711 +10%
AWM
74
Avaii Wealth Management
Wisconsin
$30.2M +$839K +19,540 +3%
SA
75
Sanctuary Advisors
Indiana
$28.3M +$212K +4,937 +0.8%