CGDG icon

Capital Group Dividend Growers ETF

154 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 36 funds opening new positions, 91 increasing their positions, 10 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+23
Holders Change %
+17.56%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
91
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SM
26
Sweeney & Michel
California
$7.48M 266,958 +266,958 New
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$6.21M 200,901 +13,784 +7%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$6.13M 198,091 +95,479 +93%
CIA
29
Concurrent Investment Advisors
Florida
$5.23M 169,337 +3,843 +2%
EW
30
Entruity Wealth
California
$5.17M 167,459 +83,644 +100%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$5.14M 166,206 +23,402 +16%
Truist Financial
32
Truist Financial
North Carolina
$4.96M 160,657 +17,205 +12%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4.81M 155,619 +4,517 +3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.76M 153,909 +89,553 +139%
WIP
35
WealthCare Investment Partners
Rhode Island
$4.39M 147,022 +147,022 New
BCI
36
Brinker Capital Investments
Pennsylvania
$4.25M 137,488 +15,619 +13%
OPS
37
Orion Portfolio Solutions
Nebraska
$4.25M 137,488 +15,619 +13%
SFC
38
Swisher Financial Concepts
Ohio
$4.11M 133,043 +133,043 New
AAS
39
Ameritas Advisory Services
Nebraska
$3.83M 125,797 +7,431 +6%
BWA
40
BlueChip Wealth Advisors
Georgia
$3.74M 120,927 +120,927 New
AWS
41
Atria Wealth Solutions
New York
$3.68M 118,442 +23,889 +25%
P
42
&Partners
Tennessee
$3.59M 115,487 +102,193 +769%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$3.46M 111,853 +18,770 +20%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$3.3M 106,641 -13,532 -11%
KAS
45
Kestra Advisory Services
Texas
$3.17M 102,638 +13,454 +15%
HI
46
Harbour Investments
Wisconsin
$3.12M 100,956 +21,576 +27%
CFB
47
Cullen/Frost Bankers
Texas
$2.99M 96,852 +13,639 +16%
FFS
48
Founders Financial Securities
Maryland
$2.68M 86,321 +70,841 +458%
TWP
49
Tempus Wealth Planning
California
$2.47M 79,930 +16,492 +26%
AAS
50
Avantax Advisory Services
Texas
$2.44M 78,948 +23,804 +43%