CGDG icon

Capital Group Dividend Growers ETF

183 hedge funds and large institutions have $2.15B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
119
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$10.5M -$1.78M -58,106 -14%
AAS
27
Avantax Advisory Services
Texas
$9.94M +$7.29M +216,716 +275%
OBWG
28
Onyx Bridge Wealth Group
New York
$9.6M +$9.6M +285,341 New
AssetMark Inc
29
AssetMark Inc
California
$9.51M +$183K +5,448 +2%
CSP
30
Cary Street Partners
Virginia
$9.46M +$9.06M +269,258 +2,262%
VA
31
VestGen Advisors
Illinois
$9.18M -$101K -2,998 -1%
SM
32
Sweeney & Michel
California
$9.14M +$112K +3,313 +1%
SEI Investments
33
SEI Investments
Pennsylvania
$8.61M +$8.32M +247,515 +2,932%
P
34
&Partners
Tennessee
$7.05M +$3.15M +93,067 +81%
KAS
35
Kestra Advisory Services
Texas
$6.99M +$3.54M +105,156 +102%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.61M +$1.37M +40,881 +26%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$6.12M +$534K +15,887 +10%
CIA
38
Concurrent Investment Advisors
Florida
$6.02M +$323K +9,609 +6%
EW
39
Entruity Wealth
California
$5.92M +$284K +8,458 +5%
Truist Financial
40
Truist Financial
North Carolina
$5.9M +$496K +14,750 +9%
HI
41
Harbour Investments
Wisconsin
$5.72M +$2.32M +69,106 +68%
Citadel Advisors
42
Citadel Advisors
Florida
$5.55M +$5.08M +150,956 +1,071%
SFC
43
Swisher Financial Concepts
Ohio
$5.41M +$935K +27,803 +21%
BFG
44
Bleakley Financial Group
New Jersey
$5.32M +$4.07M +120,989 +325%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.32M +$142K +4,217 +3%
Wells Fargo
46
Wells Fargo
California
$4.9M +$4.9M +145,651 +89,356%
MFG
47
Merit Financial Group
Georgia
$4.82M +$2.83M +84,190 +142%
WIP
48
WealthCare Investment Partners
Rhode Island
$4.72M -$269K -7,933 -5%
BCI
49
Brinker Capital Investments
Pennsylvania
$4.66M +$38.4K +1,142 +0.8%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$4.52M -$2.24M -66,574 -33%