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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$49.7M
WWM
52
Western Wealth Management
Colorado
$47.8M
BEI
53
Benjamin Edwards Inc
Missouri
$46.5M
HI
54
Harbour Investments
Wisconsin
$46.1M
BCA
55
Bay Colony Advisors
Massachusetts
$45.8M
EFG
56
Erickson Financial Group
Pennsylvania
$45.1M
SFA
57
Souders Financial Advisors
Ohio
$43.4M
Bank of New York Mellon
58
Bank of New York Mellon
New York
$42.3M
SIAS
59
Summit Investment Advisory Services
Minnesota
$42.1M
PA
60
Procyon Advisors
Connecticut
$41.1M
CA
61
Continuum Advisory
Idaho
$40.7M
SWM
62
SK Wealth Management
Rhode Island
$40.5M
CIA
63
Concurrent Investment Advisors
Florida
$40.5M
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$40.4M
PNC
65
Park National Corp
Ohio
$39.8M
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$39.7M
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$36.5M
AssetMark Inc
68
AssetMark Inc
California
$36M
MIAS
69
Mason Investment Advisory Services
Virginia
$34.2M
AFA
70
AA Financial Advisors
Ohio
$34.2M
KPWS
71
Kestra Private Wealth Services
Texas
$32.9M
JDLA
72
J. Derek Lewis & Associates
California
$32.1M
William Blair & Company
73
William Blair & Company
Illinois
$30.9M
MHB
74
Midwest Heritage Bank
Iowa
$30.2M
SA
75
Sanctuary Advisors
Indiana
$29M