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Capital Group Dividend Value ETF

728 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMH
151
Menora Mivtachim Holdings
Israel
$14.1M -$494K -11,111 -3%
SWP
152
Stratos Wealth Partners
Ohio
$14.1M +$3.75M +84,393 +34%
CW
153
Code Waechter
Florida
$13.9M +$1.36M +30,605 +10%
HTWM
154
Hartmann Taylor Wealth Management
Texas
$13.9M +$1.21M +27,134 +9%
GFG
155
Greenbush Financial Group
New York
$13.6M +$1.17M +26,303 +9%
SPIA
156
Steward Partners Investment Advisory
New York
$13.1M +$3.09M +69,510 +29%
WIA
157
World Investment Advisors
California
$13.1M +$861K +19,377 +7%
NFG
158
Nations Financial Group
Iowa
$13M +$466K +10,497 +4%
PWM
159
Pinnacle Wealth Management
California
$12.8M +$13.4M +300,803 New
GWP
160
Gateway Wealth Partners
Wisconsin
$12.6M +$8.37M +188,458 +174%
KFS
161
Kaizen Financial Strategies
California
$12.6M -$1.2M -27,086 -9%
RA
162
RFG Advisory
Alabama
$12.5M -$6.05M -136,266 -32%
RIL
163
Rothschild Investment LLC
Illinois
$12.5M +$2.96M +66,513 +29%
VWM
164
Vigil Wealth Management
Florida
$12.3M +$901K +20,282 +8%
AFM
165
Armstrong Fleming & Moore
District of Columbia
$12M +$1.41M +31,636 +13%
Ameriprise
166
Ameriprise
Minnesota
$11.9M -$349K -7,854 -3%
AF
167
Advisornet Financial
Minnesota
$11.9M +$1.97M +44,385 +19%
OC
168
Oppenheimer & Co
New York
$11.8M +$3.35M +75,492 +37%
AWA
169
Arkadios Wealth Advisors
Georgia
$11.8M +$8.61M +193,902 +231%
SL
170
Sentinus LLC
Illinois
$11.8M -$448K -10,094 -4%
CAM
171
Cresset Asset Management
Illinois
$11.8M -$21.3K -479 -0.2%
SFC
172
Swisher Financial Concepts
Ohio
$11.7M +$207K +4,668 +2%
LWM
173
LongView Wealth Management
Georgia
$11.7M +$873K +19,645 +8%
IWM
174
IMG Wealth Management
Florida
$11.7M +$519K +11,679 +4%
BIP
175
Bouvel Investment Partners
Pennsylvania
$11.7M -$275K -6,186 -2%