We are live on ! Find out more
CGDG icon

Capital Group Dividend Growers ETF

105 hedge funds and large institutions have $1.07B invested in Capital Group Dividend Growers ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 5

267% more capital invested

Capital invested by funds: $292M → $1.07B (+$779M)

52% more funds holding

Funds holding: 69105 (+36)

9.52% more ownership

Funds ownership: 77.01%86.53% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
105
Holders Change
+36
Holders Change %
+52.17%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
55
Reduced
5
Closed
Calls
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.51M +$1.7M +57,413 +47%
OMC
27
Old Mission Capital
Illinois
$5.42M -$3.83M -129,630 -42%
Stifel Financial
28
Stifel Financial
Missouri
$5.11M +$57.4K +1,941 +1%
SAM
29
Smartleaf Asset Management
Massachusetts
$5M +$4.79M +162,179 New
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$4.95M +$3.99M +134,986 +516%
BEI
31
Benjamin Edwards Inc
Missouri
$4.42M +$4.25M +143,903 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.12M +$3.64M +122,998 +1,102%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.68M +$239K +8,075 +7%
BCI
34
Brinker Capital Investments
Pennsylvania
$3.34M +$3.22M +108,810 New
OPS
35
Orion Portfolio Solutions
Nebraska
$3.34M +$3.22M +108,810 New
Truist Financial
36
Truist Financial
North Carolina
$3.18M +$3.06M +103,611 New
AAS
37
Ameritas Advisory Services
Nebraska
$2.99M +$381K +12,891 +15%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.93M +$606K +20,515 +27%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$2.69M +$157K +5,319 +6%
VF
40
Virtu Financial
New York
$2.6M +$1.62M +54,706 +184%
CFB
41
Cullen/Frost Bankers
Texas
$2.19M +$797K +26,963 +61%
HI
42
Harbour Investments
Wisconsin
$2.19M +$273K +9,243 +15%
AWS
43
Atria Wealth Solutions
New York
$2.18M +$1.73M +58,409 +470%
KAS
44
Kestra Advisory Services
Texas
$2.14M +$455K +15,382 +28%
TWP
45
Tempus Wealth Planning
California
$1.66M +$332K +11,216 +26%
DAS
46
Dynamic Advisor Solutions
Arizona
$1.57M +$87.9K +2,972 +6%
FTUS
47
Flow Traders U.S.
New York
$1.53M +$1.47M +49,746 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.52M +$1.47M +49,599 New
HighTower Advisors
49
HighTower Advisors
Illinois
$1.35M +$35.7K +1,209 +3%
SFG
50
Seamount Financial Group
Colorado
$1.34M +$104K +3,520 +9%

CGDG Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2024, worth a combined $1.07B — up 267% from $292M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGDG positions and 0 closed out — a net gain of 38 holders — while 55 added to existing stakes and 5 trimmed.

The largest buyer was Capital International Investors, adding an estimated $508M. The largest seller was Old Mission Capital, cutting an estimated $3.83M.

  • 105 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $1.07B of Capital Group Dividend Growers ETF stock for Q3 2024, up 267% quarter-over-quarter.
  • 38 funds opened new Capital Group Dividend Growers ETF positions in Q3 2024 and 0 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2024 was Capital International Investors, an estimated $508M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2024.