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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
NG
201
Novem Group
New York
$8.4M +$112K +2,601 +1%
OW
202
Olistico Wealth
Oklahoma
$8.31M +$417K +9,708 +5%
IA
203
IFG Advisory
Georgia
$8.3M +$1.73M +40,357 +27%
FFP
204
Freedom Financial Partners
Minnesota
$8.21M +$2.64M +61,426 +48%
SAM
205
Secure Asset Management
Michigan
$8.08M +$692K +16,123 +10%
SI
206
Stephens Inc
Arkansas
$8.06M +$2.29M +53,221 +41%
OIA
207
OneDigital Investment Advisors
Kansas
$8.04M -$4.67M -108,694 -37%
DJFS
208
Dean Jacobson Financial Services
Texas
$8.04M +$7.91M +184,177 New
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$7.9M -$437K -10,168 -5%
SN
210
Sittner & Nelson
Oregon
$7.78M +$628K +14,618 +9%
DIM
211
Delta Investment Management
California
$7.77M -$8.41M -195,893 -52%
BPA
212
Beacon Pointe Advisors
California
$7.57M +$2.89M +67,205 +63%
PA
213
PFG Advisors
Arizona
$7.55M -$7.08M -164,885 -49%
CHWM
214
Cauble & Harre Wealth Management
Missouri
$7.47M +$7.35M +171,065 New
WIP
215
WealthCare Investment Partners
Rhode Island
$7.46M +$2.79M +64,921 +62%
MOS
216
MGO One Seven
Ohio
$7.36M +$991K +23,089 +16%
BWA
217
BlueChip Wealth Advisors
Georgia
$7.36M +$163K +3,804 +2%
PCA
218
Pallas Capital Advisors
Massachusetts
$7.25M +$35.7K +831 +0.5%
LCWM
219
Legacy Capital Wealth Management
Texas
$7.22M +$7.1M +165,443 New
MFG
220
MTM Financial Group
Pennsylvania
$6.99M -$129K -3,003 -2%
CWRP
221
Cassady Wealth & Retirement Planning
Nevada
$6.87M +$6.76M +157,417 New
PCIA
222
Prime Capital Investment Advisors
Kansas
$6.85M +$574K +13,375 +9%
AF
223
Allworth Financial
California
$6.75M +$40.1K +935 +0.6%
EWS
224
Evergreen Wealth Solutions
Pennsylvania
$6.75M +$5M +116,419 +305%
SIM
225
Synergy Investment Management
Florida
$6.58M -$166K -3,870 -3%