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Capital Group Dividend Growers ETF

188 hedge funds and large institutions have $2.17B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 15

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

44% more capital invested

Capital invested by funds: $1.5B → $2.17B (+$666M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 158188 (+30)

0.54% more ownership

Funds ownership: 83.9%84.45% (+0.54%)

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
122
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$12.8M +$680K +21,404 +6%
AAS
27
Avantax Advisory Services
Texas
$9.94M +$6.88M +216,716 +275%
OBWG
28
Onyx Bridge Wealth Group
New York
$9.6M +$9.07M +285,341 New
AssetMark Inc
29
AssetMark Inc
California
$9.51M +$173K +5,448 +2%
CSP
30
Cary Street Partners
Virginia
$9.46M +$8.55M +269,258 +2,262%
VA
31
VestGen Advisors
Illinois
$9.18M -$95.2K -2,998 -1%
SM
32
Sweeney & Michel
California
$9.14M +$105K +3,313 +1%
SEI Investments
33
SEI Investments
Pennsylvania
$8.61M +$7.86M +247,515 +2,932%
P
34
&Partners
Tennessee
$7.05M +$2.96M +93,067 +81%
KAS
35
Kestra Advisory Services
Texas
$6.99M +$3.34M +105,156 +102%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.61M +$1.3M +40,881 +26%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$6.12M +$505K +15,887 +10%
CIA
38
Concurrent Investment Advisors
Florida
$6.02M +$305K +9,609 +6%
EW
39
Entruity Wealth
California
$5.92M +$269K +8,458 +5%
Truist Financial
40
Truist Financial
North Carolina
$5.9M +$469K +14,750 +9%
HI
41
Harbour Investments
Wisconsin
$5.72M +$2.2M +69,106 +68%
Citadel Advisors
42
Citadel Advisors
Florida
$5.55M +$4.8M +150,956 +1,071%
SFC
43
Swisher Financial Concepts
Ohio
$5.41M +$883K +27,803 +21%
BFG
44
Bleakley Financial Group
New Jersey
$5.32M +$3.84M +120,989 +325%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.32M +$134K +4,217 +3%
Wells Fargo
46
Wells Fargo
California
$4.9M +$4.63M +145,651 +89,356%
MFG
47
Merit Financial Group
Georgia
$4.82M +$2.67M +84,190 +142%
WIP
48
WealthCare Investment Partners
Rhode Island
$4.72M -$252K -7,933 -5%
BCI
49
Brinker Capital Investments
Pennsylvania
$4.66M +$36.3K +1,142 +0.8%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$4.52M -$2.12M -66,574 -33%

CGDG Hedge Fund Activity: Q2 2025 in Review

188 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q2 2025, worth a combined $2.17B — up 44% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 11 closed out — a net gain of 32 holders — while 122 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $89.9M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.12M.

  • 188 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q2 2025, up from 158 in Q1 2025.
  • Funds reported $2.17B of Capital Group Dividend Growers ETF stock for Q2 2025, up 44% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q2 2025 and 11 closed out, a net change of +32 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q2 2025 was LPL Financial, an estimated $89.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.