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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
FFP
201
Freedom Financial Partners
Minnesota
$9.9M
KA
202
Kovack Advisors
Florida
$9.83M
DWM
203
Diversify Wealth Management
Utah
$9.67M
FL
204
FreeGulliver LLC
Louisiana
$9.58M
NMCM
205
Nicholson Meyer Capital Management
Missouri
$9.56M
BFS
206
Boyer Financial Services
California
$9.55M
DJFS
207
Dean Jacobson Financial Services
Texas
$9.54M
USCWA
208
U.S. Capital Wealth Advisors
Texas
$9.32M
CL
209
CLG LLC
California
$9.21M
AIA
210
Armor Investment Advisors
North Carolina
$9.16M
Cerity Partners
211
Cerity Partners
New York
$9.13M
BCWM
212
Ball & Co Wealth Management
Tennessee
$8.94M
OW
213
Olistico Wealth
Oklahoma
$8.9M
SCFS
214
Stewardship Concepts Financial Services
Washington
$8.89M
PCA
215
Prosperity Capital Advisors
Ohio
$8.74M
NG
216
Novem Group
New York
$8.74M
CWRP
217
Cassady Wealth & Retirement Planning
Nevada
$8.64M
CFG
218
Compton Financial Group
Maryland
$8.62M
AWM
219
Avior Wealth Management
Nebraska
$8.6M
EWS
220
Evergreen Wealth Solutions
Pennsylvania
$8.58M
RIS
221
Richmond Investment Services
Wisconsin
$8.3M
EL
222
EWA LLC
Pennsylvania
$8.27M
PA
223
PFG Advisors
Arizona
$8.22M
SN
224
Sittner & Nelson
Oregon
$8.13M
SAM
225
Secure Asset Management
Michigan
$8.09M