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Capital Group Dividend Value ETF

689 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 139 funds opening new positions, 405 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 funds holding

Funds holding:

18% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.07B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.61% less ownership

Funds ownership: 75.72%75.11% (-0.61%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
IA
201
IFG Advisory
Georgia
$8.3M
FFP
202
Freedom Financial Partners
Minnesota
$8.21M
SAM
203
Secure Asset Management
Michigan
$8.08M
SI
204
Stephens Inc
Arkansas
$8.06M
OIA
205
OneDigital Investment Advisors
Kansas
$8.04M
DJFS
206
Dean Jacobson Financial Services
Texas
$8.04M
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$7.9M
SN
208
Sittner & Nelson
Oregon
$7.78M
DIM
209
Delta Investment Management
California
$7.77M
BPA
210
Beacon Pointe Advisors
California
$7.57M
PA
211
PFG Advisors
Arizona
$7.55M
CHWM
212
Cauble & Harre Wealth Management
Missouri
$7.47M
WIP
213
WealthCare Investment Partners
Rhode Island
$7.46M
MOS
214
MGO One Seven
Ohio
$7.36M
BWA
215
BlueChip Wealth Advisors
Georgia
$7.36M
PCA
216
Pallas Capital Advisors
Massachusetts
$7.25M
LCWM
217
Legacy Capital Wealth Management
Texas
$7.22M
CWRPL
218
Cassady Wealth & Retirement Planning, LLC
Nevada
$6.87M
PCIA
219
Prime Capital Investment Advisors
Kansas
$6.85M
AF
220
Allworth Financial
California
$6.75M
EWS
221
Evergreen Wealth Solutions
Pennsylvania
$6.75M
SIM
222
Synergy Investment Management
Florida
$6.58M
CF
223
Convergence Financial
Missouri
$6.56M
AWM
224
Aprio Wealth Management
Georgia
$6.52M
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$6.5M