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Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 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 capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

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

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
WTFG
101
Wood Tarver Financial Group
Idaho
$21M
IA
102
IFP Advisors
Florida
$20.9M
MWM
103
Mission Wealth Management
California
$20.1M
KWM
104
Kingsview Wealth Management
Oregon
$19.8M
AA
105
ACT Advisors
North Carolina
$19.6M
RA
106
RFG Advisory
Alabama
$18.8M
SMWM
107
Silvia McColl Wealth Management
California
$18.6M
PWM
108
Platt Wealth Management
California
$18.3M
RW
109
Regimen Wealth
Georgia
$18.2M
BFA
110
Beacon Financial Advisory
Ohio
$18.2M
FFS
111
Forge Financial Services
Oklahoma
$18.1M
VVP
112
Venture Visionary Partners
Ohio
$18M
EW
113
Entruity Wealth
California
$17.8M
AWM
114
Apollon Wealth Management
South Carolina
$17.8M
VH
115
VVR Holdings
Washington
$17.8M
WWM
116
WJ Wealth Management
Arizona
$17.7M
SMC
117
Smith, Moore & Co
Missouri
$17.6M
JP Morgan Chase
118
JP Morgan Chase
New York
$17.6M
KCP
119
Kera Capital Partners
California
$17.4M
SFS
120
Sunrise Financial Services
Washington
$17.2M
KFG
121
Kropog Financial Group
Louisiana
$16.9M
DJSG
122
D.J. St. Germain
Massachusetts
$16.6M
DC
123
Davenport & Co
Virginia
$15.8M
CRW
124
Clarity Retirement & Wealth
Massachusetts
$15.3M
SA
125
Sovran Advisors
California
$15.2M