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Capital Group Dividend Value ETF

698 hedge funds and large institutions have $19.8B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
MHB
76
Midwest Heritage Bank
Iowa
$28.3M +$79.7K +1,857 +0.3%
WSA
77
Wealth Science Advisors
Georgia
$28.2M +$27.8M +647,122 New
BCI
78
Brinker Capital Investments
Pennsylvania
$27.9M +$823K +19,172 +3%
RHP
79
Royal Harbor Partners
Texas
$27.8M +$279K +6,505 +1%
FCM
80
Fourpath Capital Management
Oklahoma
$27.7M +$6.94M +161,553 +34%
BW
81
BIP Wealth
Georgia
$27.5M +$26.8M +624,190 +12,360%
William Blair & Company
82
William Blair & Company
Illinois
$27.1M +$4.28M +99,721 +19%
CFD
83
Creative Financial Designs
Indiana
$27.1M -$659K -15,346 -2%
MWM
84
Modern Wealth Management
Kansas
$26.7M +$236K +5,488 +0.9%
SOS
85
Silver Oak Securities
Tennessee
$26.7M +$2.09M +48,665 +9%
EA
86
Ergawealth Advisors
Illinois
$26.3M +$1.03M +23,943 +4%
FSA
87
Financial Services Advisory
Maryland
$25.6M -$1.22M -28,379 -5%
OBWG
88
Onyx Bridge Wealth Group
New York
$25.4M +$5.72M +133,182 +30%
CSP
89
Cary Street Partners
Virginia
$25.2M +$5.2K +121 +0%
IFG
90
Independent Financial Group
California
$24.5M +$8.8M +204,915 +57%
VAS
91
Vestmark Advisory Solutions
Massachusetts
$24M +$1.36M +31,694 +6%
TFA
92
Teamwork Financial Advisors
Texas
$23.8M +$23.4M +545,485 New
CA
93
Capital Advantage
California
$23.3M +$305K +7,097 +1%
CWAF
94
Core Wealth Advisors (Florida)
Florida
$23.2M +$661K +15,393 +3%
PSCM
95
Per Stirling Capital Management
Texas
$23.1M +$12.8M +297,324 +128%
MLRA
96
Main Line Retirement Advisors
Montana
$22.2M -$337K -7,860 -2%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$22.1M +$3.31M +77,040 +18%
KW
98
KWB Wealth
California
$21.9M +$8.55M +199,183 +66%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$21.7M +$458K +10,676 +2%
GVAG
100
Great Valley Advisor Group
Delaware
$21.7M +$1.2M +27,929 +6%