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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
AWM
726
Abound Wealth Management
Tennessee
$1.53K +$1.6K +36 New
MSWA
727
Marshall & Sterling Wealth Advisors
New York
$510 +$533 +12 New
GIA
728
GHP Investment Advisors
Colorado
$64 +$89 +2 New
NFSG
729
Newbridge Financial Services Group
Florida
$43
AWM
730
Axxcess Wealth Management
California
-$30.7M -704,003 Closed
SG
731
StoneX Group
New York
-$9.59M -218,453 Closed
IA
732
IFG Advisory
Georgia
-$8.3M -190,107 Closed
TFP
733
TrueWealth Financial Partners
Washington
-$3.57M -81,862 Closed
SCM
734
SOL Capital Management
Maryland
-$3.54M -81,102 Closed
NWA
735
Navis Wealth Advisors
New York
-$3.43M -78,577 Closed
Thrivent Financial for Lutherans
736
Thrivent Financial for Lutherans
Minnesota
-$1.91M -43,660 Closed
DAS
737
Diversify Advisory Services
Utah
-$1.84M -41,391 Closed
SIM
738
Stratos Investment Management
Ohio
-$1.37M -31,391 Closed
CAS
739
Coppell Advisory Solutions
Texas
-$807K -18,378 Closed
SWM
740
SFG Wealth Management
Maryland
-$790K -18,110 Closed
RIA
741
Realta Investment Advisors
Delaware
-$657K -15,051 Closed
TGAM
742
TBH Global Asset Management
Tennessee
-$457K -10,469 Closed
HH
743
Hilltop Holdings
Texas
-$432K -9,904 Closed
PGF
744
Plan Group Financial
Oklahoma
-$379K -8,677 Closed
TA
745
TrueWealth Advisors
Alabama
-$368K -8,432 Closed
TWP
746
Triad Wealth Partners
Kansas
-$333K -7,640 Closed
DWAM
747
Duncan Williams Asset Management
Tennessee
-$235K -5,231 Closed
TVPW
748
Third View Private Wealth
Connecticut
-$226K -5,168 Closed
AW
749
Avion Wealth
Texas
-$222K -5,109 Closed
WFPG
750
Waller Financial Planning Group
Ohio
-$218K -5,000 Closed