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Capital Group Dividend Growers ETF
CGDG

105 hedge funds and large institutions have $1.07B invested in Capital Group Dividend Growers ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 5

267% more capital invested

Capital invested by funds: $292M → $1.07B (+$779M)

52% more funds holding

Funds holding: 69 → 105 (+36)

9.52% more ownership

Funds ownership: 77.01% → 86.53% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
105
Holders Change
+36
Holders Change %
+52.17%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
55
Reduced
5
Closed
–
Calls
–
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$312K

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$508M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$56.3M
3
LPL Financial
LPL Financial
California
+$18.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.1M
5
Morgan Stanley
Morgan Stanley
New York
+$12M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.83M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$1.87M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$599K
4
SW
Simplicity Wealth
New Jersey
-$155K
5
CIA
Concurrent Investment Advisors
Florida
-$81.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
51
Mayflower Financial Advisors
Massachusetts
$1.34M +$153K +5,175 +14%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.24M +$642K +21,709 +118%
JCM
53
Jacobi Capital Management
Pennsylvania
$1.14M +$8.81K +298 +0.8%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.13M +$1.09M +36,868 New
BFG
55
Bleakley Financial Group
New Jersey
$940K +$430K +14,539 +91%
PS
56
Principal Securities
Iowa
$821K +$790K +26,725 New
WIA
57
World Investment Advisors
California
$796K +$14.5K +490 +2%
NA
58
NewEdge Advisors
Louisiana
$732K +$427K +14,440 +154%
AAS
59
Avantax Advisory Services
Texas
$606K +$583K +19,732 New
SPIA
60
Steward Partners Investment Advisory
New York
$594K +$130K +4,397 +29%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$582K +$558K +18,863 New
CIS
62
Continental Investors Services
Washington
$571K +$551K +18,626 New
TWM
63
Trueblood Wealth Management
Ohio
$563K +$146K +4,927 +37%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$515K +$496K +16,780 New
SPC
65
Sigma Planning Corp
Michigan
$509K +$19.2K +648 +4%
IAS
66
Insigneo Advisory Services
Florida
$489K +$471K +15,928 New
WS
67
Wedbush Securities
California
$489K +$471K +15,934 New
FFS
68
Founders Financial Securities
Maryland
$475K +$143K +4,823 +45%
LWM
69
LongView Wealth Management
Georgia
$459K +$442K +14,944 New
PA
70
PFG Advisors
Arizona
$452K +$106K +3,584 +32%
PAS
71
Park Avenue Securities
New York
$433K +$417K +14,103 New
SEIA
72
Signature Estate & Investment Advisors
California
$409K +$105K +3,538 +36%
MA
73
Mutual Advisors
Nebraska
$399K +$119K +4,032 +45%
CA
74
Continuum Advisory
Idaho
$397K +$183K +6,188 +88%
KWM
75
Kingsview Wealth Management
Oregon
$372K +$13.3K +449 +4%
1 2
3
4 5

CGDG Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2024, worth a combined $1.07B — up 267% from $292M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGDG positions and 0 closed out — a net gain of 38 holders — while 55 added to existing stakes and 5 trimmed.

The largest buyer was Capital International Investors, adding an estimated $508M. The largest seller was Old Mission Capital, cutting an estimated $3.83M.

  • 105 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $1.07B of Capital Group Dividend Growers ETF stock for Q3 2024, up 267% quarter-over-quarter.
  • 38 funds opened new Capital Group Dividend Growers ETF positions in Q3 2024 and 0 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2024 was Capital International Investors, an estimated $508M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2024.