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Capital Group Dividend Value ETF

728 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, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
101
Main Line Retirement Advisors
Montana
$21.6M +$22K +496 +0.1%
GWM
102
Geneos Wealth Management
Colorado
$21.3M -$14.6M -328,004 -40%
KWM
103
Kingsview Wealth Management
Oregon
$20.8M +$1.48M +33,395 +7%
WTFG
104
Wood Tarver Financial Group
Idaho
$20.3M -$165K -3,709 -0.8%
CWM
105
Challenger Wealth Management
California
$20.2M -$523K -11,764 -2%
MWM
106
Mission Wealth Management
California
$19.8M +$224K +5,053 +1%
MWM
107
Modern Wealth Management
Kansas
$19.5M -$6.94M -156,299 -26%
SMWM
108
Silvia McColl Wealth Management
California
$19.3M +$1.24M +27,878 +7%
AA
109
ACT Advisors
North Carolina
$19.2M +$118K +2,656 +0.6%
CRW
110
Clarity Retirement & Wealth
Massachusetts
$19.2M +$4.5M +101,224 +29%
AWM
111
Apollon Wealth Management
South Carolina
$19M +$1.73M +38,920 +10%
HAG
112
HighPoint Advisor Group
Illinois
$18.9M +$1.11M +24,998 +6%
AIM
113
Advyzon Investment Management
Illinois
$18.7M +$17M +382,695 +659%
SFS
114
Sunrise Financial Services
Washington
$18.7M +$2.09M +46,939 +12%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$18.6M +$9.02M +203,024 +86%
CWA
116
CJM Wealth Advisers
Virginia
$18.6M +$4.66M +104,892 +32%
SMC
117
Smith, Moore & Co
Missouri
$18.4M +$1.28M +28,719 +7%
EW
118
Entruity Wealth
California
$18.2M +$896K +20,160 +5%
BFA
119
Beacon Financial Advisory
Ohio
$18.2M +$466K +10,483 +3%
VH
120
VVR Holdings
Washington
$18.1M +$826K +18,589 +5%
SPWG
121
Sage Private Wealth Group
Illinois
$17.9M +$18.7M +421,281 New
VVP
122
Venture Visionary Partners
Ohio
$17.8M +$374K +8,419 +2%
PWM
123
Platt Wealth Management
California
$17.8M -$89.1K -2,006 -0.5%
SPC
124
Sigma Planning Corp
Michigan
$17.5M +$5.82M +130,999 +47%
WWM
125
WJ Wealth Management
Arizona
$17.4M +$173K +3,886 +1%