CGDG icon

Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

131 hedge funds and large institutions have $1.99B invested in Capital Group Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+26
Holders Change %
+24.76%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
70
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$768M
2
Raymond James Financial
2
Raymond James Financial
Florida
$42.6M
3
CGPCS
3
Capital Group Private Client Services
California
$82.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$117M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$0
2
RHP
2
Royal Harbor Partners
Texas
$0
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
OMC
4
Old Mission Capital
Illinois
$2.46M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.12M 172,817 +6,578 +4%
CIA
27
Concurrent Investment Advisors
Florida
$4.91M 165,494 -20,239 -11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.48M 151,102 +16,940 +13%
Truist Financial
29
Truist Financial
North Carolina
$4.25M 143,452 +39,841 +38%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$4.23M 142,804 +23,047 +19%
LWA
31
LifeGoal Wealth Advisors
New York
$4.21M 142,144 +142,144 New
BCI
32
Brinker Capital Investments
Pennsylvania
$3.61M 121,869 +13,059 +12%
OPS
33
Orion Portfolio Solutions
Nebraska
$3.61M 121,869 +13,059 +12%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.56M 120,173 +24,745 +26%
AAS
35
Ameritas Advisory Services
Nebraska
$3.51M 118,366 +21,077 +22%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$3.04M 102,612 +83,749 +444%
AWS
37
Atria Wealth Solutions
New York
$2.8M 94,553 +23,719 +33%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$2.76M 93,083 +5,446 +6%
KAS
39
Kestra Advisory Services
Texas
$2.64M 89,184 +19,370 +28%
EW
40
Entruity Wealth
California
$2.48M 83,815 +83,815 New
CFB
41
Cullen/Frost Bankers
Texas
$2.47M 83,213 +12,063 +17%
OMC
42
Old Mission Capital
Illinois
$2.46M 82,910 -93,366 -53%
HI
43
Harbour Investments
Wisconsin
$2.35M 79,380 +8,243 +12%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.91M 64,356 +14,757 +30%
TWP
45
Tempus Wealth Planning
California
$1.88M 63,438 +9,535 +18%
AAS
46
Avantax Advisory Services
Texas
$1.63M 55,144 +35,412 +179%
MFA
47
Mayflower Financial Advisors
Massachusetts
$1.57M 53,002 +9,526 +22%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.5M 50,556 -462 -0.9%
Comerica Bank
49
Comerica Bank
Texas
$1.47M 49,529 +47,829 +2,813%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.38M 46,501 +2,676 +6%
1
2
3 4 5