Capital Group Dividend Growers ETF
CGDG
35 hedge funds and large institutions have $121M invested in Capital Group Dividend Growers ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
775% more funds holding
Funds holding: 4 → 35 (+31)
241% more capital invested
Capital invested by funds: $35.4M → $121M (+$85.1M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
63.78% less ownership
Funds ownership: 142.47% → 78.69% (-64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$34.7M |
| 2 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$16M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.4M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$7.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $304K | +$286K | +11,196 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $277K | +$261K | +10,200 | New |
|
|
TWP
28
Tempus Wealth Planning
Irvine,
California
| $211K | +$199K | +7,765 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $129K | +$122K | +4,758 | New |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $51.6K | +$48.6K | +1,900 | New |
|
|
CFD
31
Creative Financial Designs
Kokomo,
Indiana
| $47.6K | +$44.8K | +1,752 | New |
|
|
CPA
32
Clear Point Advisors
Melville,
New York
| $10.9K | +$10.2K | +400 | New |
|
|
CFGS
33
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.04K | +$8.52K | +333 | New |
|
|
RG
34
Retirement Group
San Diego,
California
| $1.66K | +$1.56K | +61 | New |
|
|
IGWM
35
ICA Group Wealth Management
Denver,
Colorado
| $815 | +$768 | +30 | New |
|
CGDG Hedge Fund Activity: Q4 2023 in Review
35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2023, worth a combined $121M — up 241% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CGDG positions and 0 closed out — a net gain of 32 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Capital Group Private Client Services, opening a new position worth an estimated $34.7M. The largest seller was Capital International Investors, cutting an estimated $11M.
- 35 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $121M of Capital Group Dividend Growers ETF stock for Q4 2023, up 241% quarter-over-quarter.
- 32 funds opened new Capital Group Dividend Growers ETF positions in Q4 2023 and 0 closed out, a net change of +32 holders.
- The largest Capital Group Dividend Growers ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $34.7M added.
- The largest Capital Group Dividend Growers ETF seller in Q4 2023 was Capital International Investors, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2023.