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Capital Group Dividend Value ETF

728 hedge funds and large institutions have $21.7B invested in Capital Group Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 429 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 142

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $19.8B → $21.7B (+$1.82B)

7% more funds holding in top 10

Funds holding in top 10: 119127 (+8)

4% more funds holding

Funds holding: 698728 (+30)

0.29% less ownership

Funds ownership: 75.35%75.06% (-0.29%)

Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
8.97%
Holding in Top 10
127
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.72%
% of All Funds
1.56%
New
81
Increased
429
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
201
Evergreen Wealth Partners
Montana
$9.92M +$4.43M +99,742 +75%
FFP
202
Freedom Financial Partners
Minnesota
$9.9M +$1.98M +44,671 +24%
KA
203
Kovack Advisors
Florida
$9.83M +$52.8K +1,188 +0.5%
DWM
204
Diversify Wealth Management
Utah
$9.67M +$6.11M +137,534 +188%
FL
205
FreeGulliver LLC
Louisiana
$9.58M +$755K +16,994 +8%
NMCM
206
Nicholson Meyer Capital Management
Missouri
$9.56M +$872K +19,620 +10%
BFS
207
Boyer Financial Services
California
$9.55M +$487K +10,960 +5%
DJFS
208
Dean Jacobson Financial Services
Texas
$9.54M +$1.78M +40,073 +22%
USCWA
209
U.S. Capital Wealth Advisors
Texas
$9.32M +$730K +16,440 +8%
CL
210
CLG LLC
California
$9.21M -$3.5M -78,677 -27%
AIA
211
Armor Investment Advisors
North Carolina
$9.16M +$4.97M +111,897 +108%
Cerity Partners
212
Cerity Partners
New York
$9.13M +$3.84M +86,419 +67%
BCWM
213
Ball & Co Wealth Management
Tennessee
$8.94M -$89.7K -2,018 -1%
OW
214
Olistico Wealth
Oklahoma
$8.9M +$839K +18,887 +10%
SCFS
215
Stewardship Concepts Financial Services
Washington
$8.89M +$175K +3,944 +2%
PCA
216
Prosperity Capital Advisors
Ohio
$8.74M +$48K +1,080 +0.5%
NG
217
Novem Group
New York
$8.74M +$573K +12,901 +7%
CWRP
218
Cassady Wealth & Retirement Planning
Nevada
$8.64M +$1.28M +28,773 +18%
CFG
219
Compton Financial Group
Maryland
$8.62M +$8.58M +193,017 +2,016%
AWM
220
Avior Wealth Management
Nebraska
$8.6M +$6.78M +152,534 +308%
EWS
221
Evergreen Wealth Solutions
Pennsylvania
$8.58M +$2.09M +46,974 +30%
RIS
222
Richmond Investment Services
Wisconsin
$8.3M -$193K -4,343 -2%
EL
223
EWA LLC
Pennsylvania
$8.27M +$8.63M +194,292 New
PA
224
PFG Advisors
Arizona
$8.22M +$899K +20,231 +12%
SN
225
Sittner & Nelson
Oregon
$8.13M +$887K +19,967 +12%