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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
PFS
51
Prospera Financial Services
Texas
$49.7M +$2.11M +47,444 +4%
WWM
52
Western Wealth Management
Colorado
$47.8M +$3.92M +88,340 +9%
BEI
53
Benjamin Edwards Inc
Missouri
$46.5M +$3.8M +85,641 +9%
HI
54
Harbour Investments
Wisconsin
$46.1M +$14.7M +331,293 +44%
BCA
55
Bay Colony Advisors
Massachusetts
$45.8M +$905K +20,360 +2%
EFG
56
Erickson Financial Group
Pennsylvania
$45.1M +$558K +12,554 +1%
SFA
57
Souders Financial Advisors
Ohio
$43.4M -$13.4M -301,772 -23%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$42.3M -$6.13M -137,992 -12%
SIAS
59
Summit Investment Advisory Services
Minnesota
$42.1M -$734K -16,514 -2%
PA
60
Procyon Advisors
Connecticut
$41.1M +$6.79M +152,781 +19%
CA
61
Continuum Advisory
Idaho
$40.7M +$878K +19,762 +2%
SWM
62
SK Wealth Management
Rhode Island
$40.5M +$2.78M +62,657 +7%
CIA
63
Concurrent Investment Advisors
Florida
$40.5M -$3.29M -74,099 -7%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$40.4M +$3.97M +89,348 +10%
PNC
65
Park National Corp
Ohio
$39.8M +$954K +21,463 +2%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$39.7M -$391K -8,809 -0.9%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$36.5M +$12.8K +288 +0%
AssetMark Inc
68
AssetMark Inc
California
$36M +$3.72M +83,781 +11%
MIAS
69
Mason Investment Advisory Services
Virginia
$34.2M +$635K +14,300 +2%
AFA
70
AA Financial Advisors
Ohio
$34.2M +$2.14M +48,180 +6%
KPWS
71
Kestra Private Wealth Services
Texas
$32.9M +$1.59M +35,765 +5%
JDLA
72
J. Derek Lewis & Associates
California
$32.1M +$1.58M +35,551 +5%
William Blair & Company
73
William Blair & Company
Illinois
$30.9M +$4.73M +106,458 +17%
MHB
74
Midwest Heritage Bank
Iowa
$30.2M +$2.75M +61,800 +10%
SA
75
Sanctuary Advisors
Indiana
$29M +$1.47M +33,077 +5%