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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
MA
176
Mutual Advisors
Nebraska
$10.3M
STA
177
Smith Thornton Advisors
Alabama
$10.1M
HAIM
178
Hunter Associates Investment Management
Pennsylvania
$10.1M
KA
179
Kovack Advisors
Florida
$9.96M
RIL
180
Rothschild Investment LLC
Illinois
$9.89M
SFG
181
Seamount Financial Group
Colorado
$9.85M
BPFA
182
Barnes Pettey Financial Advisors
Mississippi
$9.62M
SG
183
StoneX Group
New York
$9.59M
FA
184
Fermata Advisors
California
$9.49M
BFS
185
Boyer Financial Services
California
$9.39M
BCWM
186
Ball & Co Wealth Management
Tennessee
$9.25M
FL
187
FreeGulliver LLC
Louisiana
$9.09M
FHA
188
Flagship Harbor Advisors
Massachusetts
$9.05M
NMCM
189
Nicholson Meyer Capital Management
Missouri
$8.96M
SCFS
190
Stewardship Concepts Financial Services
Washington
$8.96M
PCA
191
Prosperity Capital Advisors
Ohio
$8.92M
USCWA
192
U.S. Capital Wealth Advisors
Texas
$8.85M
OC
193
Oppenheimer & Co
New York
$8.84M
JWCA
194
J.W. Cole Advisors
Florida
$8.8M
RIS
195
Richmond Investment Services
Wisconsin
$8.7M
KL
196
Keenan LLC
Massachusetts
$8.44M
NG
197
Novem Group
New York
$8.4M
OW
198
Olistico Wealth
Oklahoma
$8.31M
IA
199
IFG Advisory
Georgia
$8.3M
FFP
200
Freedom Financial Partners
Minnesota
$8.21M