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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

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

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
101
Thoroughbred Financial Services
Tennessee
$21.5M +$4.21M +98,160 +25%
CWM
102
Challenger Wealth Management
California
$21.2M +$356K +8,288 +2%
WTFG
103
Wood Tarver Financial Group
Idaho
$21M +$894K +20,829 +5%
IA
104
IFP Advisors
Florida
$20.9M +$1.39M +32,296 +7%
MWM
105
Mission Wealth Management
California
$20.1M +$9.43M +219,680 +92%
KWM
106
Kingsview Wealth Management
Oregon
$19.8M +$4.72M +110,016 +32%
AA
107
ACT Advisors
North Carolina
$19.6M +$152K +3,536 +0.8%
RA
108
RFG Advisory
Alabama
$18.8M +$12.6M +293,029 +213%
SMWM
109
Silvia McColl Wealth Management
California
$18.6M +$191K +4,455 +1%
PWM
110
Platt Wealth Management
California
$18.3M +$18M +420,280 New
HAG
111
HighPoint Advisor Group
Illinois
$18.3M +$18M +418,889 New
RW
112
Regimen Wealth
Georgia
$18.2M -$157K -3,665 -0.9%
BFA
113
Beacon Financial Advisory
Ohio
$18.2M +$677K +15,759 +4%
FFS
114
Forge Financial Services
Oklahoma
$18.1M +$526K +12,256 +3%
VVP
115
Venture Visionary Partners
Ohio
$18M +$1.55M +35,988 +10%
EW
116
Entruity Wealth
California
$17.8M +$3.01K +70 +0%
AWM
117
Apollon Wealth Management
South Carolina
$17.8M +$1.11M +25,919 +7%
VH
118
VVR Holdings
Washington
$17.8M +$17.5M +406,768 New
WWM
119
WJ Wealth Management
Arizona
$17.7M +$26.6K +620 +0.2%
SMC
120
Smith, Moore & Co
Missouri
$17.6M +$2.71M +62,998 +18%
JP Morgan Chase
121
JP Morgan Chase
New York
$17.6M +$5.23M +121,831 +43%
KCP
122
Kera Capital Partners
California
$17.4M -$221K -5,157 -1%
SFS
123
Sunrise Financial Services
Washington
$17.2M +$16.9M +393,444 New
KFG
124
Kropog Financial Group
Louisiana
$16.9M +$372K +8,662 +2%
DJSG
125
D.J. St. Germain
Massachusetts
$16.6M +$147K +3,420 +0.9%