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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
FSA
176
Financial Services Advisory
Maryland
$11.5M
WA
177
Win Advisors
Florida
$11.5M
EFS
178
Essex Financial Services
Connecticut
$11.5M
CAM
179
Cozad Asset Management
Illinois
$11.4M
GPWA
180
Gaddis Premier Wealth Advisors
Oklahoma
$11.4M
CIAS
181
CFS Investment Advisory Services
New Jersey
$11.4M
HAIM
182
Hunter Associates Investment Management
Pennsylvania
$11.2M
EWA
183
EP Wealth Advisors
California
$11.1M
IAS
184
Integrity Advisory Solutions
Texas
$11M
JWCA
185
J.W. Cole Advisors
Florida
$11M
SEIA
186
Signature Estate & Investment Advisors
California
$10.9M
KL
187
Keenan LLC
Massachusetts
$10.8M
RWP
188
Ridgeline Wealth Planning
Ohio
$10.7M
WIP
189
WealthCare Investment Partners
Rhode Island
$10.6M
TWP
190
Tempus Wealth Planning
California
$10.5M
MFG
191
Magnus Financial Group
New York
$10.4M
SI
192
Stephens Inc
Arkansas
$10.3M
B
193
BetterWealth
California
$10.2M
FHA
194
Flagship Harbor Advisors
Massachusetts
$10.2M
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$10.2M
SFG
196
Seamount Financial Group
Colorado
$10.2M
STA
197
Smith Thornton Advisors
Alabama
$10.1M
BPFA
198
Barnes Pettey Financial Advisors
Mississippi
$10.1M
CWA
199
Consilio Wealth Advisors
Washington
$10.1M
FA
200
Fermata Advisors
California
$9.93M