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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
CRW
126
Clarity Retirement & Wealth
Massachusetts
$15.3M
SA
127
Sovran Advisors
California
$15.2M
MMH
128
Menora Mivtachim Holdings
Israel
$14.9M
MBC
129
Michael Brady & Co
Ohio
$14.9M
RA
130
Ruggaard & Associates
Ohio
$14.8M
FPL
131
Fortress Private Ledger
North Carolina
$14.7M
VWA
132
Visionary Wealth Advisors
Illinois
$14.5M
KAS
133
KPP Advisory Services
Kentucky
$14.5M
CWA
134
CJM Wealth Advisers
Virginia
$14.5M
GWA
135
Gutierrez Wealth Advisory
Arkansas
$14.2M
MPW
136
Melone Private Wealth
Michigan
$14M
FHC
137
First Heartland Consultants
Missouri
$13.8M
KFS
138
Kaizen Financial Strategies
California
$13.3M
WS
139
Wedbush Securities
California
$13.2M
HTWM
140
Hartmann Taylor Wealth Management
Texas
$13M
PS
141
Principal Securities
Iowa
$13M
CW
142
Code Waechter
Florida
$12.9M
CL
143
CLG LLC
California
$12.9M
GFG
144
Greenbush Financial Group
New York
$12.8M
NFG
145
Nations Financial Group
Iowa
$12.8M
Ameriprise
146
Ameriprise
Minnesota
$12.7M
WIA
147
World Investment Advisors
California
$12.6M
SL
148
Sentinus LLC
Illinois
$12.5M
SPC
149
Sigma Planning Corp
Michigan
$12.3M
BIP
150
Bouvel Investment Partners
Pennsylvania
$12.2M