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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
CF
126
Carter Financial
California
$16.9M
KCP
127
Kera Capital Partners
California
$16.8M
FHC
128
First Heartland Consultants
Missouri
$16.7M
AAS
129
Ameritas Advisory Services
Nebraska
$16.6M
KFG
130
Kropog Financial Group
Louisiana
$16.5M
DJSG
131
D.J. St. Germain
Massachusetts
$16.3M
BPA
132
Beacon Pointe Advisors
California
$16.3M
Citigroup
133
Citigroup
New York
$16.1M
MPW
134
Melone Private Wealth
Michigan
$15.7M
SA
135
Sovran Advisors
California
$15.7M
FPL
136
Fortress Private Ledger
North Carolina
$15.7M
VWA
137
Visionary Wealth Advisors
Illinois
$15.5M
VA
138
VestGen Advisors
Illinois
$15.4M
DC
139
Davenport & Co
Virginia
$15.4M
RW
140
Regimen Wealth
Georgia
$15.2M
PS
141
Principal Securities
Iowa
$15.2M
MBC
142
Michael Brady & Co
Ohio
$14.7M
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$14.4M
KAS
144
KPP Advisory Services
Kentucky
$14.4M
RA
145
Ruggaard & Associates
Ohio
$14.3M
Jane Street
146
Jane Street
New York
$14.3M
WS
147
Wedbush Securities
California
$14.3M
FFS
148
Founders Financial Securities
Maryland
$14.2M
GWA
149
Gutierrez Wealth Advisory
Arkansas
$14.1M
MMH
150
Menora Mivtachim Holdings
Israel
$14.1M