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Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

182 hedge funds and large institutions have $2.13B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
182
Holders Change
+28
Holders Change %
+18.18%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
119
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$187M
2
ACM
2
Advance Capital Management
Michigan
$89.8M
3
CGPCS
3
Capital Group Private Client Services
California
$137M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$196M
5
Raymond James Financial
5
Raymond James Financial
Florida
$89.2M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.75M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$4.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.14M
5
LWA
5
LifeGoal Wealth Advisors
New York
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
51
U.S. Capital Wealth Advisors
Texas
$4.42M 131,366 +19,513 +17%
DADC
52
D.A. Davidson & Co
Montana
$4.27M 126,867 +106,388 +519%
CFB
53
Cullen/Frost Bankers
Texas
$4.25M 126,457 +29,605 +31%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$4.19M 123,280 +16,639 +16%
FFS
55
Founders Financial Securities
Maryland
$3.67M 109,074 +22,753 +26%
AAS
56
Ameritas Advisory Services
Nebraska
$3.14M 93,496 -32,301 -26%
IWC
57
Integrated Wealth Concepts
Massachusetts
$2.88M 85,522 +42,186 +97%
FTUS
58
Flow Traders U.S.
New York
$2.85M 84,753 +84,753 New
TWP
59
Tempus Wealth Planning
California
$2.78M 82,695 +2,765 +3%
US Bancorp
60
US Bancorp
Minnesota
$2.54M 75,531 +4,707 +7%
SPIA
61
Steward Partners Investment Advisory
New York
$2.38M 70,702 +22,591 +47%
LWM
62
LongView Wealth Management
Georgia
$2.37M 70,579 +17,487 +33%
EPW
63
Endeavor Private Wealth
Kansas
$2.21M 65,325 +12,723 +24%
Comerica Bank
64
Comerica Bank
Texas
$2.17M 64,536 +14,514 +29%
OHWA
65
Oak Hill Wealth Advisors
Virginia
$2.01M 59,577 +15,350 +35%
SFG
66
Seamount Financial Group
Colorado
$1.92M 57,185 +12,075 +27%
MFA
67
Mayflower Financial Advisors
Massachusetts
$1.9M 56,484 +668 +1%
NA
68
Nautilus Advisors
California
$1.76M 52,276 +6,030 +13%
AWS
69
Atria Wealth Solutions
New York
$1.75M 51,816 -66,626 -56%
SA
70
Sovran Advisors
California
$1.74M 51,662 +35,179 +213%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.69M 50,282 +5,947 +13%
EH
72
Equitable Holdings
New York
$1.69M 50,201 +26,858 +115%
LWA
73
LifeGoal Wealth Advisors
New York
$1.66M 49,243 -19,256 -28%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.65M 49,093 -5,935 -11%
TWM
75
Trueblood Wealth Management
Ohio
$1.6M 47,444 +5,339 +13%
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