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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
GWM
101
Geneos Wealth Management
Colorado
$21.3M
KWM
102
Kingsview Wealth Management
Oregon
$20.8M
WTFG
103
Wood Tarver Financial Group
Idaho
$20.3M
CWM
104
Challenger Wealth Management
California
$20.2M
MWM
105
Mission Wealth Management
California
$19.8M
MWM
106
Modern Wealth Management
Kansas
$19.5M
SMWM
107
Silvia McColl Wealth Management
California
$19.3M
AA
108
ACT Advisors
North Carolina
$19.2M
CRW
109
Clarity Retirement & Wealth
Massachusetts
$19.2M
AWM
110
Apollon Wealth Management
South Carolina
$19M
HAG
111
HighPoint Advisor Group
Illinois
$18.9M
AIM
112
Advyzon Investment Management
Illinois
$18.7M
SFS
113
Sunrise Financial Services
Washington
$18.7M
Natixis Advisors
114
Natixis Advisors
Massachusetts
$18.6M
CWA
115
CJM Wealth Advisers
Virginia
$18.6M
SMC
116
Smith, Moore & Co
Missouri
$18.4M
EW
117
Entruity Wealth
California
$18.2M
BFA
118
Beacon Financial Advisory
Ohio
$18.2M
VH
119
VVR Holdings
Washington
$18.1M
SPWG
120
Sage Private Wealth Group
Illinois
$17.9M
VVP
121
Venture Visionary Partners
Ohio
$17.8M
PWM
122
Platt Wealth Management
California
$17.8M
SPC
123
Sigma Planning Corp
Michigan
$17.5M
WWM
124
WJ Wealth Management
Arizona
$17.4M
MA
125
Mutual Advisors
Nebraska
$17.3M