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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

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

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
B
176
BetterWealth
California
$10.3M
Natixis Advisors
177
Natixis Advisors
Massachusetts
$10.3M
MA
178
Mutual Advisors
Nebraska
$10.3M
STA
179
Smith Thornton Advisors
Alabama
$10.1M
HAIM
180
Hunter Associates Investment Management
Pennsylvania
$10.1M
KA
181
Kovack Advisors
Florida
$9.96M
RIL
182
Rothschild Investment LLC
Illinois
$9.89M
SFG
183
Seamount Financial Group
Colorado
$9.85M
BPFA
184
Barnes Pettey Financial Advisors
Mississippi
$9.62M
SG
185
StoneX Group
New York
$9.59M
FA
186
Fermata Advisors
California
$9.49M
BFS
187
Boyer Financial Services
California
$9.39M
BCWM
188
Ball & Co Wealth Management
Tennessee
$9.25M
FL
189
FreeGulliver LLC
Louisiana
$9.09M
FHA
190
Flagship Harbor Advisors
Massachusetts
$9.05M
NMCM
191
Nicholson Meyer Capital Management
Missouri
$8.96M
SCFS
192
Stewardship Concepts Financial Services
Washington
$8.96M
PCA
193
Prosperity Capital Advisors
Ohio
$8.92M
USCWA
194
U.S. Capital Wealth Advisors
Texas
$8.85M
OC
195
Oppenheimer & Co
New York
$8.84M
JWCA
196
J.W. Cole Advisors
Florida
$8.8M
RIS
197
Richmond Investment Services
Wisconsin
$8.7M
KL
198
Keenan LLC
Massachusetts
$8.44M
NG
199
Novem Group
New York
$8.4M
OW
200
Olistico Wealth
Oklahoma
$8.31M