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Capital Group Dividend Value ETF

725 hedge funds and large institutions have $21.6B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 426 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
WA
176
Win Advisors
Florida
$11.5M
EFS
177
Essex Financial Services
Connecticut
$11.5M
CAM
178
Cozad Asset Management
Illinois
$11.4M
GPWA
179
Gaddis Premier Wealth Advisors
Oklahoma
$11.4M
CIAS
180
CFS Investment Advisory Services
New Jersey
$11.4M
HAIM
181
Hunter Associates Investment Management
Pennsylvania
$11.2M
EWA
182
EP Wealth Advisors
California
$11.1M
IAS
183
Integrity Advisory Solutions
Texas
$11M
JWCA
184
J.W. Cole Advisors
Florida
$11M
SEIA
185
Signature Estate & Investment Advisors
California
$10.9M
KL
186
Keenan LLC
Massachusetts
$10.8M
RWP
187
Ridgeline Wealth Planning
Ohio
$10.7M
WIP
188
WealthCare Investment Partners
Rhode Island
$10.6M
TWP
189
Tempus Wealth Planning
California
$10.5M
MFG
190
Magnus Financial Group
New York
$10.4M
SI
191
Stephens Inc
Arkansas
$10.3M
B
192
BetterWealth
California
$10.2M
FHA
193
Flagship Harbor Advisors
Massachusetts
$10.2M
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$10.2M
SFG
195
Seamount Financial Group
Colorado
$10.2M
STA
196
Smith Thornton Advisors
Alabama
$10.1M
BPFA
197
Barnes Pettey Financial Advisors
Mississippi
$10.1M
CWA
198
Consilio Wealth Advisors
Washington
$10.1M
FA
199
Fermata Advisors
California
$9.93M
EWP
200
Evergreen Wealth Partners
Montana
$9.92M