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Capital Group Dividend Growers ETF

133 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 43 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 9

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more capital invested

Capital invested by funds: $1.07B → $1.99B (+$920M)

27% more funds holding

Funds holding: 105133 (+28)

1.33% less ownership

Funds ownership: 86.53%85.2% (-1.3%)

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
70
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$5.12M +$200K +6,578 +4%
CIA
27
Concurrent Investment Advisors
Florida
$4.91M -$615K -20,239 -11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.48M +$515K +16,940 +13%
Truist Financial
29
Truist Financial
North Carolina
$4.25M +$1.21M +39,841 +38%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$4.23M +$700K +23,047 +19%
LWA
31
LifeGoal Wealth Advisors
New York
$4.21M +$4.32M +142,144 New
BCI
32
Brinker Capital Investments
Pennsylvania
$3.61M +$397K +13,059 +12%
OPS
33
Orion Portfolio Solutions
Nebraska
$3.61M +$397K +13,059 +12%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.56M +$752K +24,745 +26%
AAS
35
Ameritas Advisory Services
Nebraska
$3.51M +$641K +21,077 +22%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$3.04M +$2.55M +83,749 +444%
AWS
37
Atria Wealth Solutions
New York
$2.8M +$721K +23,719 +33%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$2.76M +$165K +5,446 +6%
KAS
39
Kestra Advisory Services
Texas
$2.64M +$589K +19,370 +28%
EW
40
Entruity Wealth
California
$2.48M +$2.55M +83,815 New
CFB
41
Cullen/Frost Bankers
Texas
$2.47M +$367K +12,063 +17%
OMC
42
Old Mission Capital
Illinois
$2.46M -$2.84M -93,366 -53%
HI
43
Harbour Investments
Wisconsin
$2.35M +$250K +8,243 +12%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.91M +$448K +14,757 +30%
TWP
45
Tempus Wealth Planning
California
$1.88M +$290K +9,535 +18%
AAS
46
Avantax Advisory Services
Texas
$1.63M +$1.08M +35,412 +179%
MFA
47
Mayflower Financial Advisors
Massachusetts
$1.57M +$289K +9,526 +22%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.5M -$14K -462 -0.9%
Comerica Bank
49
Comerica Bank
Texas
$1.47M +$1.45M +47,829 +2,813%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.38M +$81.3K +2,676 +6%

CGDG Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2024, worth a combined $1.99B — up 86% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 12 closed out — a net gain of 31 holders — while 70 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $32.5M. The largest seller was Bank of America, exiting entirely with an estimated $8.6M sold.

  • 133 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $1.99B of Capital Group Dividend Growers ETF stock for Q4 2024, up 86% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2024 and 12 closed out, a net change of +31 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $32.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2024 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q4 2024.