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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
WSA
76
Wealth Science Advisors
Georgia
$28.2M
BW
77
BIP Wealth
Georgia
$28M +$1.33M +29,944 +5%
AWM
78
Avaii Wealth Management
Wisconsin
$27.6M -$1.85M -41,554 -6%
BCI
79
Brinker Capital Investments
Pennsylvania
$27.5M +$351K +7,891 +1%
PWA
80
PCG Wealth Advisors
Kansas
$27.5M +$22.6M +508,909 +368%
SOS
81
Silver Oak Securities
Tennessee
$27.5M +$1.72M +38,754 +6%
RHP
82
Royal Harbor Partners
Texas
$27M -$107K -2,413 -0.4%
EA
83
Ergawealth Advisors
Illinois
$27M +$1.39M +31,263 +5%
GVAG
84
Great Valley Advisor Group
Delaware
$26.9M +$6.07M +136,598 +28%
IFG
85
Independent Financial Group
California
$26.9M +$3.14M +70,745 +13%
IA
86
IFP Advisors
Florida
$26.9M +$6.79M +152,778 +32%
MWP
87
Madison Wealth Partners
Wisconsin
$26.3M +$27.5M +619,085 New
OBWG
88
Onyx Bridge Wealth Group
New York
$26.2M +$1.5M +33,764 +6%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$26M +$2.77M +62,404 +11%
CSP
90
Cary Street Partners
Virginia
$23.8M -$795K -17,899 -3%
CWAF
91
Core Wealth Advisors (Florida)
Florida
$23.7M +$1.11M +25,022 +5%
CFD
92
Creative Financial Designs
Indiana
$23.6M -$2.91M -65,437 -11%
TFS
93
Thoroughbred Financial Services
Tennessee
$23.4M +$2.59M +58,185 +12%
TFA
94
Teamwork Financial Advisors
Texas
$23.2M -$42.4K -955 -0.2%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$23M +$1.45M +32,684 +6%
CA
96
Capital Advantage
California
$22.8M +$112K +2,518 +0.5%
JP Morgan Chase
97
JP Morgan Chase
New York
$22.8M +$6.48M +145,778 +36%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$22.3M +$1.2M +27,105 +5%
PSCM
99
Per Stirling Capital Management
Texas
$21.9M -$619K -13,931 -3%
KW
100
KWB Wealth
California
$21.8M -$89.4K -2,013 -0.4%