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Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

53 hedge funds and large institutions have $193M invested in Capital Group Dividend Growers ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+18
Holders Change %
+51.43%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
31
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWS
1
Confluence Wealth Services
Pennsylvania
$26.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.5M
3
SM
3
Sweeney & Michel
California
$7.73M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.06M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$7.5M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$2.29M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.21M 42,191 +42,191 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.2M 41,908 +41,908 New
MFA
28
Mayflower Financial Advisors
Massachusetts
$1.04M 36,428 +24,843 +214%
SFG
29
Seamount Financial Group
Colorado
$1.03M 35,992 +7,902 +28%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$1.03M 35,823 +22,445 +168%
PWA
31
Pillar Wealth Advisors
Pennsylvania
$1M 35,036 +2,317 +7%
KAS
32
Kestra Advisory Services
Texas
$975K 34,048 +19,158 +129%
HighTower Advisors
33
HighTower Advisors
Illinois
$880K 30,966 +30,966 New
CAN
34
Cetera Advisor Networks
California
$840K 29,332 +29,332 New
WIA
35
World Investment Advisors
California
$608K 21,225 +9,372 +79%
TWP
36
Tempus Wealth Planning
California
$589K 20,560 +12,795 +165%
SPC
37
Sigma Planning Corp
Michigan
$460K 16,072 +16,072 New
LNC
38
Lincoln National Corp
Pennsylvania
$385K 13,442 +13,442 New
PAG
39
Private Advisor Group
New Jersey
$383K 13,388 +13,388 New
SPIA
40
Steward Partners Investment Advisory
New York
$297K 10,360 +5,602 +118%
CA
41
Cetera Advisors
Colorado
$251K 8,779 +8,779 New
TWM
42
Trueblood Wealth Management
Ohio
$227K 7,914 +7,914 New
NA
43
NewEdge Advisors
Louisiana
$183K 6,396 +6,396 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$154K 5,368 +5,368 New
LFG
45
Larson Financial Group
Missouri
$105K 3,650 +1,750 +92%
CFD
46
Creative Financial Designs
Indiana
$73.3K 2,562 +810 +46%
SS
47
Sunbelt Securities
Texas
$65.8K 2,300 +2,300 New
IA
48
IFP Advisors
Florida
$38.1K 1,330 +1,330 New
CWM
49
CarsonAllaria Wealth Management
Illinois
$15.7K 550 +550 New
CFGS
50
Concourse Financial Group Securities
Alabama
$11.7K 408 +75 +23%
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