Capital Group Dividend Growers ETF
CGDG
53 hedge funds and large institutions have $193M invested in Capital Group Dividend Growers ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 1 reducing their positions, and 2 closing their positions.
3,000% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 1
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
60% more capital invested
Capital invested by funds: $121M → $193M (+$72.2M)
51% more funds holding
Funds holding: 35 → 53 (+18)
0.08% less ownership
Funds ownership: 78.69% → 78.61% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$7.97M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.45M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.62M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.45M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$13.1M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$526K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$507K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPA
51
Clear Point Advisors
Melville,
New York
| $11.5K | +$55 | +2 | +0.5% |
|
|
RG
52
Retirement Group
San Diego,
California
| $1.75K | – | – | – |
|
|
IGWM
53
ICA Group Wealth Management
Denver,
Colorado
| $1.43K | +$552 | +20 | +67% |
|
|
FTUS
54
Flow Traders U.S.
New York
| – | -$526K | -19,379 | Closed |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$507K | -18,681 | Closed |
|
CGDG Hedge Fund Activity: Q1 2024 in Review
53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2024, worth a combined $193M — up 60% from $121M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CGDG positions and 2 closed out — a net gain of 18 holders — while 31 added to existing stakes and 1 trimmed.
The largest buyer was Confluence Wealth Services, adding an estimated $7.97M. The largest seller was Capital International Investors, cutting an estimated $13.1M.
- 53 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2024, up from 35 in Q4 2023.
- Funds reported $193M of Capital Group Dividend Growers ETF stock for Q1 2024, up 60% quarter-over-quarter.
- 20 funds opened new Capital Group Dividend Growers ETF positions in Q1 2024 and 2 closed out, a net change of +18 holders.
- The largest Capital Group Dividend Growers ETF buyer in Q1 2024 was Confluence Wealth Services, an estimated $7.97M added.
- The largest Capital Group Dividend Growers ETF seller in Q1 2024 was Capital International Investors, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2024.