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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
MHB
76
Midwest Heritage Bank
Iowa
$28.3M
WSA
77
Wealth Science Advisors
Georgia
$28.2M
BCI
78
Brinker Capital Investments
Pennsylvania
$27.9M
RHP
79
Royal Harbor Partners
Texas
$27.8M
FCM
80
Fourpath Capital Management
Oklahoma
$27.7M
BW
81
BIP Wealth
Georgia
$27.5M
William Blair & Company
82
William Blair & Company
Illinois
$27.1M
CFD
83
Creative Financial Designs
Indiana
$27.1M
MWM
84
Modern Wealth Management
Kansas
$26.7M
SOS
85
Silver Oak Securities
Tennessee
$26.7M
EA
86
Ergawealth Advisors
Illinois
$26.3M
FSA
87
Financial Services Advisory
Maryland
$25.6M
OBWG
88
Onyx Bridge Wealth Group
New York
$25.4M
CSP
89
Cary Street Partners
Virginia
$25.2M
VAS
90
Vestmark Advisory Solutions
Massachusetts
$24M
TFA
91
Teamwork Financial Advisors
Texas
$23.8M
CA
92
Capital Advantage
California
$23.3M
CWAF
93
Core Wealth Advisors (Florida)
Florida
$23.2M
PSCM
94
Per Stirling Capital Management
Texas
$23.1M
MLRA
95
Main Line Retirement Advisors
Montana
$22.2M
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$22.1M
KW
97
KWB Wealth
California
$21.9M
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$21.7M
GVAG
99
Great Valley Advisor Group
Delaware
$21.7M
TFS
100
Thoroughbred Financial Services
Tennessee
$21.5M