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.
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)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$63.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$60.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$54.1M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$49.5M |
| 5 |
Morgan Stanley
New York
|
+$44.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
276
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$283K | -7,944 | Closed |
|
|
SWMG
277
Sard Wealth Management Group
Atlanta,
Georgia
| – | -$281K | -7,896 | Closed |
|
|
VWWMG
278
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| – | -$131K | -3,675 | Closed |
|
|
RFP
279
Root Financial Partners
Encinitas,
California
| – | -$125K | -3,500 | Closed |
|
|
FHA
280
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$105K | -2,932 | Closed |
|
|
AA
281
Ancora Advisors
Cleveland,
Ohio
| – | -$63.9K | -1,794 | Closed |
|
282
Bank of America
Charlotte,
North Carolina
| – | -$42.2K | -1,183 | Closed |
|
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.