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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
BW
76
BIP Wealth
Georgia
$28M
AWM
77
Avaii Wealth Management
Wisconsin
$27.6M
BCI
78
Brinker Capital Investments
Pennsylvania
$27.5M
PWA
79
PCG Wealth Advisors
Kansas
$27.5M
SOS
80
Silver Oak Securities
Tennessee
$27.5M
RHP
81
Royal Harbor Partners
Texas
$27M
EA
82
Ergawealth Advisors
Illinois
$27M
GVAG
83
Great Valley Advisor Group
Delaware
$26.9M
IFG
84
Independent Financial Group
California
$26.9M
IA
85
IFP Advisors
Florida
$26.9M
MWP
86
Madison Wealth Partners
Wisconsin
$26.3M
OBWG
87
Onyx Bridge Wealth Group
New York
$26.2M
VAS
88
Vestmark Advisory Solutions
Massachusetts
$26M
CSP
89
Cary Street Partners
Virginia
$23.8M
CWAF
90
Core Wealth Advisors (Florida)
Florida
$23.7M
CFD
91
Creative Financial Designs
Indiana
$23.6M
TFS
92
Thoroughbred Financial Services
Tennessee
$23.4M
TFA
93
Teamwork Financial Advisors
Texas
$23.2M
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$23M
CA
95
Capital Advantage
California
$22.8M
JP Morgan Chase
96
JP Morgan Chase
New York
$22.8M
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$22.3M
PSCM
98
Per Stirling Capital Management
Texas
$21.9M
KW
99
KWB Wealth
California
$21.8M
MLRA
100
Main Line Retirement Advisors
Montana
$21.6M