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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
CAM
151
Cresset Asset Management
Illinois
$12.1M
VA
152
VestGen Advisors
Illinois
$12M
SFC
153
Swisher Financial Concepts
Ohio
$11.8M
VWM
154
Vigil Wealth Management
Florida
$11.8M
EWA
155
EP Wealth Advisors
California
$11.7M
CWA
156
Clearview Wealth Advisors
Oregon
$11.7M
MAM
157
McCarthy Asset Management
California
$11.6M
FFS
158
Founders Financial Securities
Maryland
$11.6M
IWM
159
IMG Wealth Management
Florida
$11.5M
EFS
160
Essex Financial Services
Connecticut
$11.3M
GPWA
161
Gaddis Premier Wealth Advisors
Oklahoma
$11.2M
RWP
162
Ridgeline Wealth Planning
Ohio
$11.2M
IAS
163
Integrity Advisory Solutions
Texas
$11M
TWP
164
Tempus Wealth Planning
California
$11M
AFM
165
Armstrong Fleming & Moore
District of Columbia
$10.9M
AAS
166
Ameritas Advisory Services
Nebraska
$10.9M
SWP
167
Stratos Wealth Partners
Ohio
$10.7M
SEIA
168
Signature Estate & Investment Advisors
California
$10.6M
LWM
169
LongView Wealth Management
Georgia
$10.6M
CAM
170
Cozad Asset Management
Illinois
$10.4M
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$10.4M
SPIA
172
Steward Partners Investment Advisory
New York
$10.4M
MFG
173
Magnus Financial Group
New York
$10.4M
CIAS
174
CFS Investment Advisory Services
New Jersey
$10.3M
AF
175
Advisornet Financial
Minnesota
$10.3M