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Capital Group Dividend Growers ETF

133 hedge funds and large institutions have $1.99B invested in Capital Group Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 9

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more capital invested

Capital invested by funds: $1.07B → $1.99B (+$920M)

27% more funds holding

Funds holding: 105133 (+28)

1.33% less ownership

Funds ownership: 86.53%85.2% (-1.3%)

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
70
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$1.28M +$57.9K +1,906 +5%
SFG
52
Seamount Financial Group
Colorado
$1.28M -$12K -396 -0.9%
UBS Group
53
UBS Group
Switzerland
$1.27M +$1.12M +37,001 +616%
EPW
54
Endeavor Private Wealth
Kansas
$1.27M +$1.3M +42,778 New
LWM
55
LongView Wealth Management
Georgia
$1.23M +$805K +26,483 +177%
FLPIM
56
F.L. Putnam Investment Management
Massachusetts
$1.15M +$826K +27,168 +236%
JCM
57
Jacobi Capital Management
Pennsylvania
$1.11M +$11K +361 +1%
BFG
58
Bleakley Financial Group
New Jersey
$1.01M +$110K +3,632 +12%
PS
59
Principal Securities
Iowa
$927K +$138K +4,538 +17%
WS
60
Wedbush Securities
California
$925K +$464K +15,270 +96%
OHWA
61
Oak Hill Wealth Advisors
Virginia
$899K +$922K +30,339 New
PIA
62
Perennial Investment Advisors
California
$849K +$870K +28,635 New
NA
63
Nautilus Advisors
California
$844K +$865K +28,475 New
TWM
64
Trueblood Wealth Management
Ohio
$829K +$294K +9,665 +53%
IWC
65
Integrated Wealth Concepts
Massachusetts
$806K +$826K +27,181 New
SPIA
66
Steward Partners Investment Advisory
New York
$765K +$197K +6,480 +34%
NA
67
NewEdge Advisors
Louisiana
$760K +$55.1K +1,813 +8%
WIA
68
World Investment Advisors
California
$744K -$24.6K -808 -3%
RYIA
69
Roehl & Yi Investment Advisors
Oregon
$724K +$742K +24,431 New
GIA
70
Gladstone Institutional Advisory
Florida
$621K +$637K +20,947 New
AIFS
71
A&I Financial Services
Colorado
$579K +$593K +19,525 New
PA
72
PFG Advisors
Arizona
$546K +$113K +3,730 +25%
CL
73
CLG LLC
California
$540K +$554K +18,214 New
MEAC
74
M.E. Allison & Co
Texas
$517K +$530K +17,445 New
CIS
75
Continental Investors Services
Washington
$507K -$45.8K -1,508 -8%

CGDG Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2024, worth a combined $1.99B — up 86% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 12 closed out — a net gain of 31 holders — while 70 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $32.5M. The largest seller was Bank of America, exiting entirely with an estimated $8.6M sold.

  • 133 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $1.99B of Capital Group Dividend Growers ETF stock for Q4 2024, up 86% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2024 and 12 closed out, a net change of +31 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $32.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2024 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q4 2024.