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Capital Group Dividend Growers ETF

250 hedge funds and large institutions have $3.35B invested in Capital Group Dividend Growers ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

564% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 25

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$563M)

17% more funds holding

Funds holding: 214250 (+36)

0.52% more ownership

Funds ownership: 83.94%84.46% (+0.52%)

Holders
250
Holders Change
+36
Holders Change %
+16.82%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.13%
New
43
Increased
166
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
226
NBC Securities
Alabama
$113K -$12K -341 -10%
GFA
227
Godfrey Financial Associates
New York
$110K +$108K +3,077 New
AAP
228
Arax Advisory Partners
Colorado
$105K +$93.8K +2,665 +919%
FHA
229
Flagship Harbor Advisors
Massachusetts
$105K -$240K -6,819 -70%
SS
230
Sunbelt Securities
Texas
$82K
SIS
231
Strategic Investment Solutions
Illinois
$79.8K
MWA
232
Medallion Wealth Advisors
Connecticut
$64.7K +$22.2K +632 +53%
AA
233
Ancora Advisors
Ohio
$63.9K +$14.1K +400 +29%
AF
234
Advisornet Financial
Minnesota
$60.5K +$13.6K +386 +29%
AI
235
Arvest Investments
Arkansas
$47.4K
Bank of America
236
Bank of America
North Carolina
$42.2K +$28.5K +809 +216%
SN
237
Sittner & Nelson
Oregon
$37.6K
AG
238
AmeriFlex Group
Nevada
$37K +$3.24K +92 +10%
CI
239
CX Institutional
Indiana
$34K +$5.84K +166 +21%
FGAM
240
Financial Gravity Asset Management
Texas
$31.5K
GCM
241
Gunpowder Capital Management
Maryland
$25K +$24.7K +701 New
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$24.8K
SWM
243
Spire Wealth Management
Virginia
$9.77K +$106 +3 +1%
MAS
244
MPWM Advisory Solutions
Georgia
$9.34K
HHGA
245
Halbert Hargrove Global Advisors
California
$9.16K
CTC
246
Central Trust Company
Missouri
$4.88K +$4.82K +137 New
RF
247
Rossby Financial
Florida
$4.46K
Russell Investments Group
248
Russell Investments Group
United Kingdom
$2.78K
HNB
249
Huntington National Bank
Ohio
$2.39K
CA
250
CoreCap Advisors
Michigan
$1.71K +$1.69K +48 New

CGDG Hedge Fund Activity: Q4 2025 in Review

250 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2025, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 5 closed out — a net gain of 38 holders — while 166 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 250 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2025, up from 214 in Q3 2025.
  • Funds reported $3.35B of Capital Group Dividend Growers ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2025 and 5 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2025 was LPL Financial, an estimated $67.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2025 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2025.