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Capital Group Dividend Growers ETF

158 hedge funds and large institutions have $1.5B invested in Capital Group Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 10

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more funds holding

Funds holding: 133158 (+25)

1.3% less ownership

Funds ownership: 85.2%83.9% (-1.3%)

25% less capital invested

Capital invested by funds: $1.99B → $1.5B (-$489M)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
94
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
26
Sweeney & Michel
California
$7.48M +$8.22M +266,958 New
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$6.21M +$424K +13,784 +7%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$6.13M +$2.94M +95,479 +93%
CIA
29
Concurrent Investment Advisors
Florida
$5.23M +$118K +3,843 +2%
EW
30
Entruity Wealth
California
$5.17M +$2.57M +83,644 +100%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$5.14M +$720K +23,402 +16%
Truist Financial
32
Truist Financial
North Carolina
$4.96M +$529K +17,205 +12%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4.81M +$139K +4,517 +3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.76M +$2.76M +89,553 +139%
WIP
35
WealthCare Investment Partners
Rhode Island
$4.39M +$4.52M +147,022 New
BCI
36
Brinker Capital Investments
Pennsylvania
$4.25M +$481K +15,619 +13%
OPS
37
Orion Portfolio Solutions
Nebraska
$4.25M +$481K +15,619 +13%
SFC
38
Swisher Financial Concepts
Ohio
$4.11M +$4.09M +133,043 New
AAS
39
Ameritas Advisory Services
Nebraska
$3.83M +$229K +7,431 +6%
BWA
40
BlueChip Wealth Advisors
Georgia
$3.74M +$3.72M +120,927 New
AWS
41
Atria Wealth Solutions
New York
$3.68M +$735K +23,889 +25%
P
42
&Partners
Tennessee
$3.59M +$3.14M +102,193 +769%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$3.46M +$578K +18,770 +20%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$3.3M -$416K -13,532 -11%
KAS
45
Kestra Advisory Services
Texas
$3.17M +$414K +13,454 +15%
HI
46
Harbour Investments
Wisconsin
$3.12M +$664K +21,576 +27%
CFB
47
Cullen/Frost Bankers
Texas
$2.99M +$420K +13,639 +16%
FFS
48
Founders Financial Securities
Maryland
$2.68M +$2.18M +70,841 +458%
TWP
49
Tempus Wealth Planning
California
$2.47M +$508K +16,492 +26%
AAS
50
Avantax Advisory Services
Texas
$2.44M +$733K +23,804 +43%

CGDG Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2025, worth a combined $1.5B — down 25% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 11 closed out — a net gain of 26 holders — while 94 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.5M. The largest seller was Capital International Investors, cutting an estimated $9.29M.

  • 158 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $1.5B of Capital Group Dividend Growers ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2025 was LPL Financial, an estimated $40.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2025 was Capital International Investors, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2025.