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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
MSWA
726
Marshall & Sterling Wealth Advisors
New York
$510
GIA
727
GHP Investment Advisors
Colorado
$64
NFSG
728
Newbridge Financial Services Group
Florida
$43
AWM
729
Axxcess Wealth Management
California
SG
730
StoneX Group
New York
IA
731
IFG Advisory
Georgia
TFP
732
TrueWealth Financial Partners
Washington
SCM
733
SOL Capital Management
Maryland
NWA
734
Navis Wealth Advisors
New York
Thrivent Financial for Lutherans
735
Thrivent Financial for Lutherans
Minnesota
DAS
736
Diversify Advisory Services
Utah
SIM
737
Stratos Investment Management
Ohio
CAS
738
Coppell Advisory Solutions
Texas
SWM
739
SFG Wealth Management
Maryland
RIA
740
Realta Investment Advisors
Delaware
TGAM
741
TBH Global Asset Management
Tennessee
HH
742
Hilltop Holdings
Texas
PGF
743
Plan Group Financial
Oklahoma
TA
744
TrueWealth Advisors
Alabama
TWP
745
Triad Wealth Partners
Kansas
DWAM
746
Duncan Williams Asset Management
Tennessee
TVPW
747
Third View Private Wealth
Connecticut
AW
748
Avion Wealth
Texas
WFPG
749
Waller Financial Planning Group
Ohio
DA
750
Dover Advisors
Virginia