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Capital Group Dividend Growers ETF
CGDG

69 hedge funds and large institutions have $292M invested in Capital Group Dividend Growers ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

700% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 5

51% more capital invested

Capital invested by funds: $193M → $292M (+$99.2M)

30% more funds holding

Funds holding: 53 → 69 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.6% less ownership

Funds ownership: 78.61% → 77.01% (-1.6%)

Holders
69
Holders Change
+16
Holders Change %
+30.19%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
40
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.4M
3
LPL Financial
LPL Financial
California
+$8.31M
4
CIA
Concurrent Investment Advisors
Florida
+$5.37M
5
OMC
Old Mission Capital
Illinois
+$4.89M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.09M
2
PWA
Pillar Wealth Advisors
Pennsylvania
-$1M
3
Capital International Investors
Capital International Investors
California
-$874K
4
LNC
Lincoln National Corp
Pennsylvania
-$385K
5
AssetMark Inc
AssetMark Inc
California
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$2.4M +$683K +24,011 +40%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$2.34M +$1.32M +46,495 +130%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$931K +32,722 +78%
AssetMark Inc
29
AssetMark Inc
California
$2.05M -$312K -10,954 -13%
HI
30
Harbour Investments
Wisconsin
$1.76M -$30.4K -1,067 -2%
KAS
31
Kestra Advisory Services
Texas
$1.55M +$580K +20,384 +60%
Capital International Investors
32
Capital International Investors
California
$1.4M -$874K -30,697 -38%
DAS
33
Dynamic Advisor Solutions
Arizona
$1.37M +$1.37M +48,046 New
CFB
34
Cullen/Frost Bankers
Texas
$1.26M +$1.26M +44,187 New
TWP
35
Tempus Wealth Planning
California
$1.21M +$630K +22,127 +108%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.21M +$332K +11,650 +38%
SFG
37
Seamount Financial Group
Colorado
$1.14M +$114K +3,993 +11%
MFA
38
Mayflower Financial Advisors
Massachusetts
$1.09M +$53.3K +1,873 +5%
JCM
39
Jacobi Capital Management
Pennsylvania
$1.04M +$1.04M +36,661 New
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$904K +$905K +31,789 New
VF
41
Virtu Financial
New York
$847K +$847K +29,770 New
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$744K +$744K +26,140 New
WIA
43
World Investment Advisors
California
$723K +$120K +4,203 +20%
CFGS
44
Concourse Financial Group Securities
Alabama
$529K +$513K +18,034 +4,420%
BFG
45
Bleakley Financial Group
New Jersey
$457K +$457K +16,063 New
SW
46
Simplicity Wealth
New Jersey
$457K +$457K +16,063 New
SPC
47
Sigma Planning Corp
Michigan
$453K -$3.96K -139 -0.9%
SPIA
48
Steward Partners Investment Advisory
New York
$425K +$130K +4,575 +44%
TWM
49
Trueblood Wealth Management
Ohio
$381K +$156K +5,474 +69%
AWS
50
Atria Wealth Solutions
New York
$356K +$354K +12,425 New
1
2
3

CGDG Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q2 2024, worth a combined $292M — up 51% from $193M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CGDG positions and 2 closed out — a net gain of 19 holders — while 40 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $1.09M.

  • 69 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $292M of Capital Group Dividend Growers ETF stock for Q2 2024, up 51% quarter-over-quarter.
  • 21 funds opened new Capital Group Dividend Growers ETF positions in Q2 2024 and 2 closed out, a net change of +19 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $25.1M added.
  • The largest Capital Group Dividend Growers ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2024.