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Capital Group Dividend Growers ETF
CGDG

264 hedge funds and large institutions have $3.73B invested in Capital Group Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 41

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $3.35B → $3.73B (+$385M)

6% more funds holding

Funds holding: 250 → 264 (+14)

2.43% less ownership

Funds ownership: 84.46% → 82.03% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
264
Holders Change
+14
Holders Change %
+5.6%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
37
Increased
164
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.7M
2
Wells Fargo
Wells Fargo
California
+$60.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.1M
4
VA
Valmark Advisers
Ohio
+$49.5M
5
Morgan Stanley
Morgan Stanley
New York
+$44.5M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$189M
2
FCM
Fourpath Capital Management
Oklahoma
-$27.2M
3
CSP
Cary Street Partners
Virginia
-$9.7M
4
CIA
Concurrent Investment Advisors
Florida
-$7.73M
5
RA
RFG Advisory
Alabama
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$620M +$731K +19,954 +0.1%
LPL Financial
2
LPL Financial
California
$409M +$63.7M +1,738,255 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$386M +$54.1M +1,476,949 +16%
CGPCS
4
Capital Group Private Client Services
California
$213M +$27.7M +756,742 +15%
Raymond James Financial
5
Raymond James Financial
Florida
$183M +$34.4M +940,144 +23%
Wells Fargo
6
Wells Fargo
California
$158M +$60.7M +1,658,636 +60%
Morgan Stanley
7
Morgan Stanley
New York
$145M +$44.5M +1,215,388 +43%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$139M +$23.8M +648,834 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$93.3M +$9.78M +266,980 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$83.7M +$7.89M +215,574 +10%
VA
11
Valmark Advisers
Ohio
$74.6M +$49.5M +1,352,510 +186%
CWS
12
Confluence Wealth Services
Pennsylvania
$73.8M +$3.4M +92,811 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$57M +$9.4M +256,719 +19%
MML Investors Services
14
MML Investors Services
Massachusetts
$55.5M +$1.07M +29,324 +2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$54.5M +$17.8M +484,904 +45%
Jane Street
16
Jane Street
New York
$44.5M +$10.2M +278,840 +29%
Osaic Holdings
17
Osaic Holdings
Arizona
$43.2M +$7.11M +194,073 +19%
SEI Investments
18
SEI Investments
Pennsylvania
$42.7M +$11.6M +317,794 +37%
UBS Group
19
UBS Group
Switzerland
$40.6M +$7.29M +199,205 +21%
BEI
20
Benjamin Edwards Inc
Missouri
$33.2M +$6.62M +180,714 +24%
PAG
21
Private Advisor Group
New Jersey
$29.7M +$1.44M +39,218 +5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$28.7M -$1.22M -33,405 -4%
Stifel Financial
23
Stifel Financial
Missouri
$28.4M +$7.4M +202,140 +34%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$27.1M +$8.26M +225,460 +43%
JDLA
25
J. Derek Lewis & Associates
California
$24.3M +$4.13M +112,824 +20%
1
2 3 4 5

CGDG Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2026, worth a combined $3.73B — up 12% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 17 closed out — a net gain of 20 holders — while 164 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.7M. The largest seller was Advance Capital Management, cutting an estimated $189M.

  • 264 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2026, up from 250 in Q4 2025.
  • Funds reported $3.73B of Capital Group Dividend Growers ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2026 was LPL Financial, an estimated $63.7M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2026 was Advance Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2026.