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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
CF
126
Carter Financial
California
$15.9M +$15.6M +363,751 New
DC
127
Davenport & Co
Virginia
$15.8M +$4.98M +116,006 +47%
CRW
128
Clarity Retirement & Wealth
Massachusetts
$15.3M +$15M +349,717 New
SA
129
Sovran Advisors
California
$15.2M -$1.07M -25,031 -7%
MMH
130
Menora Mivtachim Holdings
Israel
$14.9M +$1.33M +31,034 +10%
MBC
131
Michael Brady & Co
Ohio
$14.9M +$14.7M +341,590 New
RA
132
Ruggaard & Associates
Ohio
$14.8M -$1.52M -35,300 -9%
FPL
133
Fortress Private Ledger
North Carolina
$14.7M -$1.74M -40,571 -11%
VWA
134
Visionary Wealth Advisors
Illinois
$14.5M +$718K +16,730 +5%
KAS
135
KPP Advisory Services
Kentucky
$14.5M +$3.6M +83,804 +34%
CWA
136
CJM Wealth Advisers
Virginia
$14.5M +$4.91M +114,327 +53%
GWA
137
Gutierrez Wealth Advisory
Arkansas
$14.2M -$905K -21,083 -6%
MPW
138
Melone Private Wealth
Michigan
$14M +$13.7M +319,721 New
FHC
139
First Heartland Consultants
Missouri
$13.8M -$106K -2,478 -0.8%
KFS
140
Kaizen Financial Strategies
California
$13.3M +$629K +14,641 +5%
WS
141
Wedbush Securities
California
$13.2M +$2.68M +62,432 +26%
HTWM
142
Hartmann Taylor Wealth Management
Texas
$13M +$489K +11,384 +4%
PS
143
Principal Securities
Iowa
$13M +$2.42M +56,326 +23%
CW
144
Code Waechter
Florida
$12.9M +$351K +8,166 +3%
CL
145
CLG LLC
California
$12.9M +$3.87M +90,102 +44%
GFG
146
Greenbush Financial Group
New York
$12.8M +$1.8M +41,977 +17%
NFG
147
Nations Financial Group
Iowa
$12.8M +$1.22M +28,396 +11%
Ameriprise
148
Ameriprise
Minnesota
$12.7M +$11.4M +265,711 +1,186%
WIA
149
World Investment Advisors
California
$12.6M +$346K +8,057 +3%
SL
150
Sentinus LLC
Illinois
$12.5M +$12.3M +287,143 New