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Capital Group Dividend Growers ETF
CGDG

264 hedge funds and large institutions have $3.73B invested in Capital Group Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 41

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $3.35B → $3.73B (+$385M)

6% more funds holding

Funds holding: 250 → 264 (+14)

2.43% less ownership

Funds ownership: 84.46% → 82.03% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
264
Holders Change
+14
Holders Change %
+5.6%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
37
Increased
164
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.7M
2
Wells Fargo
Wells Fargo
California
+$60.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.1M
4
VA
Valmark Advisers
Ohio
+$49.5M
5
Morgan Stanley
Morgan Stanley
New York
+$44.5M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$189M
2
FCM
Fourpath Capital Management
Oklahoma
-$27.2M
3
CSP
Cary Street Partners
Virginia
-$9.7M
4
CIA
Concurrent Investment Advisors
Florida
-$7.73M
5
RA
RFG Advisory
Alabama
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Advance Capital Management
Michigan
$7.56M -$189M -5,163,319 -96%
KWM
52
Kingsview Wealth Management
Oregon
$7.41M +$2.24M +61,105 +42%
MFG
53
Merit Financial Group
Georgia
$7.25M +$120K +3,277 +2%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$6.81M +$614K +16,781 +10%
AWM
55
Apollon Wealth Management
South Carolina
$6.73M +$1.6M +43,787 +30%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$6.71M -$17.6K -481 -0.3%
FFA
57
Founders Financial Alliance
North Carolina
$6.42M +$481K +13,139 +8%
SWP
58
Stratos Wealth Partners
Ohio
$6.32M +$438K +11,950 +7%
SPIA
59
Steward Partners Investment Advisory
New York
$6.14M +$2.08M +56,766 +50%
NF
60
NavPoint Financial
Minnesota
$5.79M +$1.02M +27,762 +21%
FFS
61
Founders Financial Securities
Maryland
$5.5M +$173K +4,722 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$5.26M -$881K -24,072 -14%
EH
63
Equitable Holdings
New York
$5.17M +$2.22M +60,535 +72%
BWA
64
BlueChip Wealth Advisors
Georgia
$5.13M -$587K -16,042 -10%
DADC
65
D.A. Davidson & Co
Montana
$5M +$99.6K +2,719 +2%
WIP
66
WealthCare Investment Partners
Rhode Island
$4.98M -$35.3K -965 -0.7%
PS
67
Principal Securities
Iowa
$4.85M +$655K +17,895 +15%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$4.82M +$3.81M +104,027 +345%
CF
69
Centaurus Financial
California
$4.77M +$102K +2,785 +2%
BWM
70
BNB Wealth Management
Maryland
$4.4M +$336K +9,188 +8%
SOS
71
Silver Oak Securities
Tennessee
$4.39M +$4.48M +122,302 New
LWM
72
LongView Wealth Management
Georgia
$4.36M +$73.8K +2,016 +2%
IAA
73
Independent Advisor Alliance
North Carolina
$4.19M +$4.27M +116,581 New
SRWM
74
Shira Ridge Wealth Management
California
$4.02M +$1.65M +45,048 +67%
UBS AM
75
UBS AM
Illinois
$3.98M +$4.06M +110,951 New
1 2
3
4 5

CGDG Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2026, worth a combined $3.73B — up 12% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 17 closed out — a net gain of 20 holders — while 164 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.7M. The largest seller was Advance Capital Management, cutting an estimated $189M.

  • 264 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2026, up from 250 in Q4 2025.
  • Funds reported $3.73B of Capital Group Dividend Growers ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2026 was LPL Financial, an estimated $63.7M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2026 was Advance Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2026.