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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$655K
Puts
$624K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSA
76
Wealth Science Advisors
Georgia
$28.2M
BCI
77
Brinker Capital Investments
Pennsylvania
$27.9M
RHP
78
Royal Harbor Partners
Texas
$27.8M
FCM
79
Fourpath Capital Management
Oklahoma
$27.7M
BW
80
BIP Wealth
Georgia
$27.5M
William Blair & Company
81
William Blair & Company
Illinois
$27.1M
CFD
82
Creative Financial Designs
Indiana
$27.1M
MWM
83
Modern Wealth Management
Kansas
$26.7M
SOS
84
Silver Oak Securities
Tennessee
$26.7M
EA
85
Ergawealth Advisors
Illinois
$26.3M
FSA
86
Financial Services Advisory
Maryland
$25.6M
OBWG
87
Onyx Bridge Wealth Group
New York
$25.4M
CSP
88
Cary Street Partners
Virginia
$25.2M
VAS
89
Vestmark Advisory Solutions
Massachusetts
$24M
TFA
90
Teamwork Financial Advisors
Texas
$23.8M
CA
91
Capital Advantage
California
$23.3M
CWAF
92
Core Wealth Advisors (Florida)
Florida
$23.2M
PSCM
93
Per Stirling Capital Management
Texas
$23.1M
MLRA
94
Main Line Retirement Advisors
Montana
$22.2M
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$22.1M
KW
96
KWB Wealth
California
$21.9M
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$21.7M
GVAG
98
Great Valley Advisor Group
Delaware
$21.7M
TFS
99
Thoroughbred Financial Services
Tennessee
$21.5M
CWM
100
Challenger Wealth Management
California
$21.2M