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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
MMH
126
Menora Mivtachim Holdings
Israel
$14.9M
MBC
127
Michael Brady & Co
Ohio
$14.9M
RA
128
Ruggaard & Associates
Ohio
$14.8M
FPL
129
Fortress Private Ledger
North Carolina
$14.7M
VWA
130
Visionary Wealth Advisors
Illinois
$14.5M
KAS
131
KPP Advisory Services
Kentucky
$14.5M
CWA
132
CJM Wealth Advisers
Virginia
$14.5M
GWA
133
Gutierrez Wealth Advisory
Arkansas
$14.2M
MPW
134
Melone Private Wealth
Michigan
$14M
FHC
135
First Heartland Consultants
Missouri
$13.8M
KFS
136
Kaizen Financial Strategies
California
$13.3M
WS
137
Wedbush Securities
California
$13.2M
HTWM
138
Hartmann Taylor Wealth Management
Texas
$13M
PS
139
Principal Securities
Iowa
$13M
CW
140
Code Waechter
Florida
$12.9M
CL
141
CLG LLC
California
$12.9M
GFG
142
Greenbush Financial Group
New York
$12.8M
NFG
143
Nations Financial Group
Iowa
$12.8M
Ameriprise
144
Ameriprise
Minnesota
$12.7M
SL
145
Sentinus LLC
Illinois
$12.5M
SPC
146
Sigma Planning Corp
Michigan
$12.3M
BIP
147
Bouvel Investment Partners
Pennsylvania
$12.2M
WIA
148
World Investment Advisors
California
$12.2M
CAM
149
Cresset Asset Management
Illinois
$12.1M
VA
150
VestGen Advisors
Illinois
$12M