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Capital Group Dividend Value ETF

727 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, 428 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
EWP
201
Evergreen Wealth Partners
Montana
$9.92M
FFP
202
Freedom Financial Partners
Minnesota
$9.9M
KA
203
Kovack Advisors
Florida
$9.83M
DWM
204
Diversify Wealth Management
Utah
$9.67M
FL
205
FreeGulliver LLC
Louisiana
$9.58M
NMCM
206
Nicholson Meyer Capital Management
Missouri
$9.56M
BFS
207
Boyer Financial Services
California
$9.55M
DJFS
208
Dean Jacobson Financial Services
Texas
$9.54M
USCWA
209
U.S. Capital Wealth Advisors
Texas
$9.32M
CL
210
CLG LLC
California
$9.21M
AIA
211
Armor Investment Advisors
North Carolina
$9.16M
Cerity Partners
212
Cerity Partners
New York
$9.13M
BCWM
213
Ball & Co Wealth Management
Tennessee
$8.94M
OW
214
Olistico Wealth
Oklahoma
$8.9M
SCFS
215
Stewardship Concepts Financial Services
Washington
$8.89M
PCA
216
Prosperity Capital Advisors
Ohio
$8.74M
NG
217
Novem Group
New York
$8.74M
CWRP
218
Cassady Wealth & Retirement Planning
Nevada
$8.64M
CFG
219
Compton Financial Group
Maryland
$8.62M
AWM
220
Avior Wealth Management
Nebraska
$8.6M
EWS
221
Evergreen Wealth Solutions
Pennsylvania
$8.58M
RIS
222
Richmond Investment Services
Wisconsin
$8.3M
EL
223
EWA LLC
Pennsylvania
$8.27M
PA
224
PFG Advisors
Arizona
$8.22M
SN
225
Sittner & Nelson
Oregon
$8.13M