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Capital Group Dividend Growers ETF

250 hedge funds and large institutions have $3.35B invested in Capital Group Dividend Growers ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

564% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 25

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$563M)

17% more funds holding

Funds holding: 214250 (+36)

0.52% more ownership

Funds ownership: 83.94%84.46% (+0.52%)

Holders
250
Holders Change
+36
Holders Change %
+16.82%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.13%
New
43
Increased
166
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$21M +$2.19M +62,223 +12%
AssetMark Inc
27
AssetMark Inc
California
$20.1M +$2.05M +58,154 +11%
JDLA
28
J. Derek Lewis & Associates
California
$20.1M +$19.8M +563,341 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$18.8M +$4.76M +135,424 +34%
P
30
&Partners
Tennessee
$18.7M +$7.81M +221,871 +73%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$16.6M +$727K +20,660 +5%
CIA
32
Concurrent Investment Advisors
Florida
$15.5M +$7.48M +212,607 +95%
OBWG
33
Onyx Bridge Wealth Group
New York
$14.8M +$268K +7,617 +2%
SAM
34
Smartleaf Asset Management
Massachusetts
$13.8M +$227K +6,443 +2%
RFS
35
RM Financial Services
Maine
$11M +$10.8M +307,940 New
SM
36
Sweeney & Michel
California
$10.7M +$37K +1,053 +0.4%
Truist Financial
37
Truist Financial
North Carolina
$10.2M +$1.01M +28,846 +11%
BFS
38
Boyer Financial Services
California
$10.2M +$10M +284,499 New
CSP
39
Cary Street Partners
Virginia
$9.88M +$3.73K +106 +0%
HI
40
Harbour Investments
Wisconsin
$9.44M +$1.16M +33,108 +14%
BCI
41
Brinker Capital Investments
Pennsylvania
$9.25M +$680K +19,338 +8%
NA
42
NewEdge Advisors
Louisiana
$8.73M +$6.78M +192,785 +369%
IWC
43
Integrated Wealth Concepts
Massachusetts
$7.92M +$1.25M +35,499 +19%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$7.91M +$530K +15,064 +7%
CFB
45
Cullen/Frost Bankers
Texas
$7.76M +$1.4M +39,901 +22%
SFC
46
Swisher Financial Concepts
Ohio
$7.44M +$459K +13,039 +7%
EW
47
Entruity Wealth
California
$7.11M +$518K +14,734 +8%
MFG
48
Merit Financial Group
Georgia
$7.08M -$9.85K -280 -0.1%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$6.68M +$716K +20,346 +12%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$6.27M +$1.11M +31,526 +22%

CGDG Hedge Fund Activity: Q4 2025 in Review

250 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2025, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 5 closed out — a net gain of 38 holders — while 166 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 250 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2025, up from 214 in Q3 2025.
  • Funds reported $3.35B of Capital Group Dividend Growers ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2025 and 5 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2025 was LPL Financial, an estimated $67.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2025 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2025.