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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
SAM
201
Secure Asset Management
Michigan
$8.08M
SI
202
Stephens Inc
Arkansas
$8.06M
OIA
203
OneDigital Investment Advisors
Kansas
$8.04M
DJFS
204
Dean Jacobson Financial Services
Texas
$8.04M
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$7.9M
SN
206
Sittner & Nelson
Oregon
$7.78M
DIM
207
Delta Investment Management
California
$7.77M
BPA
208
Beacon Pointe Advisors
California
$7.57M
PA
209
PFG Advisors
Arizona
$7.55M
CHWM
210
Cauble & Harre Wealth Management
Missouri
$7.47M
WIP
211
WealthCare Investment Partners
Rhode Island
$7.46M
MOS
212
MGO One Seven
Ohio
$7.36M
BWA
213
BlueChip Wealth Advisors
Georgia
$7.36M
PCA
214
Pallas Capital Advisors
Massachusetts
$7.25M
LCWM
215
Legacy Capital Wealth Management
Texas
$7.22M
PCIA
216
Prime Capital Investment Advisors
Kansas
$6.85M
AF
217
Allworth Financial
California
$6.75M
EWS
218
Evergreen Wealth Solutions
Pennsylvania
$6.75M
SIM
219
Synergy Investment Management
Florida
$6.58M
CF
220
Convergence Financial
Missouri
$6.56M
AWM
221
Aprio Wealth Management
Georgia
$6.52M
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$6.5M
VC
223
Vicus Capital
Pennsylvania
$6.5M
QFPS
224
Quantum Financial Planning Services
Washington
$6.24M
AFP
225
Ausdal Financial Partners
Iowa
$6.19M