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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
WSA
76
Wealth Science Advisors
Georgia
$28.2M
BW
77
BIP Wealth
Georgia
$28M
AWM
78
Avaii Wealth Management
Wisconsin
$27.6M
BCI
79
Brinker Capital Investments
Pennsylvania
$27.5M
PWA
80
PCG Wealth Advisors
Kansas
$27.5M
SOS
81
Silver Oak Securities
Tennessee
$27.5M
RHP
82
Royal Harbor Partners
Texas
$27M
EA
83
Ergawealth Advisors
Illinois
$27M
GVAG
84
Great Valley Advisor Group
Delaware
$26.9M
IFG
85
Independent Financial Group
California
$26.9M
IA
86
IFP Advisors
Florida
$26.9M
MWP
87
Madison Wealth Partners
Wisconsin
$26.3M
OBWG
88
Onyx Bridge Wealth Group
New York
$26.2M
VAS
89
Vestmark Advisory Solutions
Massachusetts
$26M
CSP
90
Cary Street Partners
Virginia
$23.8M
CWAF
91
Core Wealth Advisors (Florida)
Florida
$23.7M
CFD
92
Creative Financial Designs
Indiana
$23.6M
TFS
93
Thoroughbred Financial Services
Tennessee
$23.4M
TFA
94
Teamwork Financial Advisors
Texas
$23.2M
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$23M
CA
96
Capital Advantage
California
$22.8M
JP Morgan Chase
97
JP Morgan Chase
New York
$22.8M
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$22.3M
PSCM
99
Per Stirling Capital Management
Texas
$21.9M
KW
100
KWB Wealth
California
$21.8M