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Capital Group Dividend Growers ETF

214 hedge funds and large institutions have $2.79B invested in Capital Group Dividend Growers ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

400% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 28

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.17B → $2.79B (+$619M)

14% more funds holding

Funds holding: 188214 (+26)

0.51% less ownership

Funds ownership: 84.45%83.94% (-0.51%)

Holders
214
Holders Change
+26
Holders Change %
+13.83%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
33
Increased
140
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$17.6M +$7.62M +223,855 +79%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$15.4M -$7.15M -209,985 -32%
OBWG
28
Onyx Bridge Wealth Group
New York
$14.1M +$4.14M +121,565 +43%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$13.6M +$6.69M +196,449 +100%
SAM
30
Smartleaf Asset Management
Massachusetts
$13.1M -$362K -10,626 -3%
P
31
&Partners
Tennessee
$10.6M +$3.25M +95,396 +46%
CSP
32
Cary Street Partners
Virginia
$9.6M -$140K -4,107 -1%
SM
33
Sweeney & Michel
California
$9.58M +$376K +11,037 +4%
VA
34
VestGen Advisors
Illinois
$9.04M -$410K -12,049 -4%
Truist Financial
35
Truist Financial
North Carolina
$8.96M +$2.83M +83,180 +47%
BCI
36
Brinker Capital Investments
Pennsylvania
$8.32M +$3.45M +101,456 +73%
HI
37
Harbour Investments
Wisconsin
$8.03M +$2.1M +61,574 +36%
CIA
38
Concurrent Investment Advisors
Florida
$7.75M +$1.52M +44,617 +25%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$7.17M +$844K +24,778 +14%
MFG
40
Merit Financial Group
Georgia
$6.9M +$1.89M +55,651 +39%
SFC
41
Swisher Financial Concepts
Ohio
$6.78M +$1.19M +34,891 +22%
FTUS
42
Flow Traders U.S.
New York
$6.66M +$3.66M +107,355 +127%
IWC
43
Integrated Wealth Concepts
Massachusetts
$6.47M +$3.44M +101,098 +118%
EW
44
Entruity Wealth
California
$6.4M +$301K +8,835 +5%
CFB
45
Cullen/Frost Bankers
Texas
$6.16M +$1.75M +51,402 +41%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$5.79M +$1.12M +32,844 +24%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$5.72M +$233K +6,843 +4%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$5.72M +$1.14M +33,597 +26%
BFG
49
Bleakley Financial Group
New Jersey
$5.62M +$139K +4,090 +3%
FFA
50
Founders Financial Alliance
North Carolina
$5.22M +$5.13M +150,713 New

CGDG Hedge Fund Activity: Q3 2025 in Review

214 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2025, worth a combined $2.79B — up 29% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGDG positions and 4 closed out — a net gain of 29 holders — while 140 added to existing stakes and 28 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $87.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $23.4M sold.

  • 214 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2025, up from 188 in Q2 2025.
  • Funds reported $2.79B of Capital Group Dividend Growers ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 33 funds opened new Capital Group Dividend Growers ETF positions in Q3 2025 and 4 closed out, a net change of +29 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2025 was Advance Capital Management, an estimated $87.8M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2025 was Susquehanna International Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2025.