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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
MA
126
Mutual Advisors
Nebraska
$17.3M +$7.57M +170,457 +72%
CF
127
Carter Financial
California
$16.9M +$1.46M +32,795 +9%
KCP
128
Kera Capital Partners
California
$16.8M +$333K +7,497 +2%
FHC
129
First Heartland Consultants
Missouri
$16.7M +$3.39M +76,380 +24%
AAS
130
Ameritas Advisory Services
Nebraska
$16.6M +$6.27M +141,206 +57%
KFG
131
Kropog Financial Group
Louisiana
$16.5M -$31.8K -715 -0.2%
DJSG
132
D.J. St. Germain
Massachusetts
$16.3M +$123K +2,760 +0.7%
BPA
133
Beacon Pointe Advisors
California
$16.3M +$9.29M +209,194 +121%
Citigroup
134
Citigroup
New York
$16.1M +$15.2M +343,150 +968%
MPW
135
Melone Private Wealth
Michigan
$15.7M +$2.24M +50,435 +16%
SA
136
Sovran Advisors
California
$15.7M -$110K -2,481 -0.7%
FPL
137
Fortress Private Ledger
North Carolina
$15.7M +$1.45M +32,657 +10%
VWA
138
Visionary Wealth Advisors
Illinois
$15.5M +$1.43M +32,127 +10%
VA
139
VestGen Advisors
Illinois
$15.4M +$2.16M +48,706 +18%
DC
140
Davenport & Co
Virginia
$15.4M -$43.2K -972 -0.3%
RW
141
Regimen Wealth
Georgia
$15.2M -$2.66M -59,982 -14%
PS
142
Principal Securities
Iowa
$15.2M +$2.68M +60,317 +20%
MBC
143
Michael Brady & Co
Ohio
$14.7M +$209K +4,713 +1%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$14.4M +$8.45M +190,155 +128%
KAS
145
KPP Advisory Services
Kentucky
$14.4M +$217K +4,885 +1%
RA
146
Ruggaard & Associates
Ohio
$14.3M -$117K -2,631 -0.8%
Jane Street
147
Jane Street
New York
$14.3M -$29.5M -664,291 -66%
WS
148
Wedbush Securities
California
$14.3M +$1.49M +33,539 +11%
FFS
149
Founders Financial Securities
Maryland
$14.2M +$2.39M +53,790 +20%
GWA
150
Gutierrez Wealth Advisory
Arkansas
$14.1M +$319K +7,187 +2%