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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
CWM
101
Challenger Wealth Management
California
$21.2M
WTFG
102
Wood Tarver Financial Group
Idaho
$21M
IA
103
IFP Advisors
Florida
$20.9M
MWM
104
Mission Wealth Management
California
$20.1M
KWM
105
Kingsview Wealth Management
Oregon
$19.8M
AA
106
ACT Advisors
North Carolina
$19.6M
RA
107
RFG Advisory
Alabama
$18.8M
SMWM
108
Silvia McColl Wealth Management
California
$18.6M
PWM
109
Platt Wealth Management
California
$18.3M
RW
110
Regimen Wealth
Georgia
$18.2M
BFA
111
Beacon Financial Advisory
Ohio
$18.2M
FFS
112
Forge Financial Services
Oklahoma
$18.1M
VVP
113
Venture Visionary Partners
Ohio
$18M
EW
114
Entruity Wealth
California
$17.8M
AWM
115
Apollon Wealth Management
South Carolina
$17.8M
VH
116
VVR Holdings
Washington
$17.8M
WWM
117
WJ Wealth Management
Arizona
$17.7M
SMC
118
Smith, Moore & Co
Missouri
$17.6M
JP Morgan Chase
119
JP Morgan Chase
New York
$17.6M
KCP
120
Kera Capital Partners
California
$17.4M
SFS
121
Sunrise Financial Services
Washington
$17.2M
KFG
122
Kropog Financial Group
Louisiana
$16.9M
DJSG
123
D.J. St. Germain
Massachusetts
$16.6M
CF
124
Carter Financial
California
$15.9M
DC
125
Davenport & Co
Virginia
$15.8M