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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
SFC
151
Swisher Financial Concepts
Ohio
$11.8M
VWM
152
Vigil Wealth Management
Florida
$11.8M
EWA
153
EP Wealth Advisors
California
$11.7M
CWA
154
Clearview Wealth Advisors
Oregon
$11.7M
MAM
155
McCarthy Asset Management
California
$11.6M
FFS
156
Founders Financial Securities
Maryland
$11.6M
IWM
157
IMG Wealth Management
Florida
$11.5M
EFS
158
Essex Financial Services
Connecticut
$11.3M
GPWA
159
Gaddis Premier Wealth Advisors
Oklahoma
$11.2M
RWP
160
Ridgeline Wealth Planning
Ohio
$11.2M
IAS
161
Integrity Advisory Solutions
Texas
$11M
TWP
162
Tempus Wealth Planning
California
$11M
AFM
163
Armstrong Fleming & Moore
District of Columbia
$10.9M
AAS
164
Ameritas Advisory Services
Nebraska
$10.9M
SWP
165
Stratos Wealth Partners
Ohio
$10.7M
SEIA
166
Signature Estate & Investment Advisors
California
$10.6M
LWM
167
LongView Wealth Management
Georgia
$10.6M
CAM
168
Cozad Asset Management
Illinois
$10.4M
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$10.4M
SPIA
170
Steward Partners Investment Advisory
New York
$10.4M
MFG
171
Magnus Financial Group
New York
$10.4M
CIAS
172
CFS Investment Advisory Services
New Jersey
$10.3M
AF
173
Advisornet Financial
Minnesota
$10.3M
B
174
BetterWealth
California
$10.3M
Natixis Advisors
175
Natixis Advisors
Massachusetts
$10.3M