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Capital Group Dividend Value ETF

698 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 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
CFS Investment Advisory Services
New Jersey
$10.3M +$1.31M +30,553 +15%
AF
177
Advisornet Financial
Minnesota
$10.3M -$246K -5,734 -2%
B
178
BetterWealth
California
$10.3M +$523K +12,184 +5%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$10.3M +$5.72M +133,297 +131%
MA
180
Mutual Advisors
Nebraska
$10.3M +$359K +8,360 +4%
STA
181
Smith Thornton Advisors
Alabama
$10.1M +$188K +4,372 +2%
HAIM
182
Hunter Associates Investment Management
Pennsylvania
$10.1M +$1.42M +32,971 +17%
KA
183
Kovack Advisors
Florida
$9.96M +$6.87M +159,893 +234%
RIL
184
Rothschild Investment LLC
Illinois
$9.89M +$644K +15,004 +7%
SFG
185
Seamount Financial Group
Colorado
$9.85M +$776K +18,062 +9%
BPFA
186
Barnes Pettey Financial Advisors
Mississippi
$9.62M +$2.5M +58,183 +36%
SG
187
StoneX Group
New York
$9.59M -$2.25M -52,399 -19%
FA
188
Fermata Advisors
California
$9.49M +$138K +3,224 +2%
BFS
189
Boyer Financial Services
California
$9.39M +$9.17M +213,593 New
BCWM
190
Ball & Co Wealth Management
Tennessee
$9.25M +$220K +5,120 +2%
FL
191
FreeGulliver LLC
Louisiana
$9.09M -$455K -10,596 -5%
FHA
192
Flagship Harbor Advisors
Massachusetts
$9.05M +$452K +10,523 +5%
NMCM
193
Nicholson Meyer Capital Management
Missouri
$8.96M +$153K +3,560 +2%
SCFS
194
Stewardship Concepts Financial Services
Washington
$8.96M +$8.8M +205,005 New
PCA
195
Prosperity Capital Advisors
Ohio
$8.92M +$93.7K +2,182 +1%
USCWA
196
U.S. Capital Wealth Advisors
Texas
$8.85M +$289K +6,731 +3%
OC
197
Oppenheimer & Co
New York
$8.84M +$577K +13,437 +7%
JWCA
198
J.W. Cole Advisors
Florida
$8.8M +$1.69M +39,361 +22%
RIS
199
Richmond Investment Services
Wisconsin
$8.7M +$123K +2,854 +1%
KL
200
Keenan LLC
Massachusetts
$8.44M +$8.31M +193,434 New