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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
LPL Financial
1
LPL Financial
California
$3.06B +$371M +8,359,833 +13%
Morgan Stanley
2
Morgan Stanley
New York
$1.11B +$149M +3,347,463 +15%
Raymond James Financial
3
Raymond James Financial
Florida
$1.1B +$99.7M +2,243,724 +10%
Capital International Investors
4
Capital International Investors
California
$974M +$107K +2,407 +0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$885M +$87.7M +1,973,012 +10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$843M +$46.7M +1,051,139 +6%
Wells Fargo
7
Wells Fargo
California
$811M +$122M +2,741,507 +17%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$781M +$87.1M +1,959,868 +12%
Bank of America
9
Bank of America
North Carolina
$762M +$51.8M +1,166,097 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$573M +$49.4M +1,112,133 +9%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$562M +$140M +3,150,433 +30%
CGPCS
12
Capital Group Private Client Services
California
$495M +$65.8M +1,481,360 +15%
ACM
13
Advance Capital Management
Michigan
$434M +$6.26M +140,796 +1%
UBS Group
14
UBS Group
Switzerland
$403M +$10.7M +240,565 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$396M +$9.12M +205,343 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$325M +$25.8M +580,513 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$318M +$54.4M +1,223,486 +20%
Stifel Financial
18
Stifel Financial
Missouri
$260M +$59.4M +1,336,415 +28%
CWS
19
Confluence Wealth Services
Pennsylvania
$257M +$11.3M +254,958 +4%
KAS
20
Kestra Advisory Services
Texas
$249M +$33.8M +760,675 +15%
FFS
21
Forge Financial Services
Oklahoma
$240M +$232M +5,227,689 +1,260%
MML Investors Services
22
MML Investors Services
Massachusetts
$182M -$28.9M -649,485 -13%
PAG
23
Private Advisor Group
New Jersey
$160M +$10.7M +240,226 +7%
DADC
24
D.A. Davidson & Co
Montana
$155M +$4.37M +98,328 +3%
KIM
25
Kestra Investment Management
Texas
$140M +$55.7M +1,253,197 +61%