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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
SWP
151
Stratos Wealth Partners
Ohio
$14.1M
CW
152
Code Waechter
Florida
$13.9M
HTWM
153
Hartmann Taylor Wealth Management
Texas
$13.9M
GFG
154
Greenbush Financial Group
New York
$13.6M
SPIA
155
Steward Partners Investment Advisory
New York
$13.1M
WIA
156
World Investment Advisors
California
$13.1M
NFG
157
Nations Financial Group
Iowa
$13M
PWM
158
Pinnacle Wealth Management
California
$12.8M
GWP
159
Gateway Wealth Partners
Wisconsin
$12.6M
KFS
160
Kaizen Financial Strategies
California
$12.6M
RA
161
RFG Advisory
Alabama
$12.5M
RIL
162
Rothschild Investment LLC
Illinois
$12.5M
VWM
163
Vigil Wealth Management
Florida
$12.3M
AFM
164
Armstrong Fleming & Moore
District of Columbia
$12M
Ameriprise
165
Ameriprise
Minnesota
$11.9M
AF
166
Advisornet Financial
Minnesota
$11.9M
OC
167
Oppenheimer & Co
New York
$11.8M
AWA
168
Arkadios Wealth Advisors
Georgia
$11.8M
SL
169
Sentinus LLC
Illinois
$11.8M
CAM
170
Cresset Asset Management
Illinois
$11.8M
SFC
171
Swisher Financial Concepts
Ohio
$11.7M
LWM
172
LongView Wealth Management
Georgia
$11.7M
IWM
173
IMG Wealth Management
Florida
$11.7M
BIP
174
Bouvel Investment Partners
Pennsylvania
$11.7M
FSA
175
Financial Services Advisory
Maryland
$11.5M