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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
SPC
151
Sigma Planning Corp
Michigan
$12.3M +$2.34M +54,493 +24%
BIP
152
Bouvel Investment Partners
Pennsylvania
$12.2M +$832K +19,387 +7%
CAM
153
Cresset Asset Management
Illinois
$12.1M -$197K -4,585 -2%
VA
154
VestGen Advisors
Illinois
$12M -$7.2M -167,619 -38%
SFC
155
Swisher Financial Concepts
Ohio
$11.8M +$355K +8,267 +3%
VWM
156
Vigil Wealth Management
Florida
$11.8M +$11.6M +269,745 New
EWA
157
EP Wealth Advisors
California
$11.7M +$11.5M +268,909 New
CWA
158
Clearview Wealth Advisors
Oregon
$11.7M -$372K -8,661 -3%
MAM
159
McCarthy Asset Management
California
$11.6M +$11.4M +264,940 New
FFS
160
Founders Financial Securities
Maryland
$11.6M +$1.86M +43,342 +20%
IWM
161
IMG Wealth Management
Florida
$11.5M +$654K +15,232 +6%
EFS
162
Essex Financial Services
Connecticut
$11.3M +$946K +22,038 +9%
GPWA
163
Gaddis Premier Wealth Advisors
Oklahoma
$11.2M +$11.1M +257,474 New
RWP
164
Ridgeline Wealth Planning
Ohio
$11.2M -$223K -5,202 -2%
IAS
165
Integrity Advisory Solutions
Texas
$11M +$180K +4,195 +2%
TWP
166
Tempus Wealth Planning
California
$11M -$16.1K -376 -0.1%
AFM
167
Armstrong Fleming & Moore
District of Columbia
$10.9M +$1.94M +45,077 +22%
AAS
168
Ameritas Advisory Services
Nebraska
$10.9M +$6.38M +148,690 +147%
SWP
169
Stratos Wealth Partners
Ohio
$10.7M +$3.49M +81,269 +49%
SEIA
170
Signature Estate & Investment Advisors
California
$10.6M +$482K +11,233 +5%
LWM
171
LongView Wealth Management
Georgia
$10.6M +$1.74M +40,478 +20%
CAM
172
Cozad Asset Management
Illinois
$10.4M +$2.58M +60,089 +34%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$10.4M +$1.56M +36,434 +18%
SPIA
174
Steward Partners Investment Advisory
New York
$10.4M +$1.62M +37,798 +19%
MFG
175
Magnus Financial Group
New York
$10.4M +$101K +2,344 +1%