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Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

131 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 41 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+26
Holders Change %
+24.76%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
70
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$768M
2
Raymond James Financial
2
Raymond James Financial
Florida
$42.6M
3
CGPCS
3
Capital Group Private Client Services
California
$82.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$117M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$0
2
RHP
2
Royal Harbor Partners
Texas
$0
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
OMC
4
Old Mission Capital
Illinois
$2.46M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$1.28M 42,057 +1,906 +5%
SFG
52
Seamount Financial Group
Colorado
$1.28M 43,109 -396 -0.9%
UBS Group
53
UBS Group
Switzerland
$1.27M 43,009 +37,001 +616%
EPW
54
Endeavor Private Wealth
Kansas
$1.27M 42,778 +42,778 New
LWM
55
LongView Wealth Management
Georgia
$1.23M 41,427 +26,483 +177%
FLPIM
56
F.L. Putnam Investment Management
Massachusetts
$1.15M 38,681 +27,168 +236%
JCM
57
Jacobi Capital Management
Pennsylvania
$1.11M 37,320 +361 +1%
BFG
58
Bleakley Financial Group
New Jersey
$1.01M 34,234 +3,632 +12%
PS
59
Principal Securities
Iowa
$927K 31,263 +4,538 +17%
WS
60
Wedbush Securities
California
$925K 31,204 +15,270 +96%
OHWA
61
Oak Hill Wealth Advisors
Virginia
$899K 30,339 +30,339 New
PIA
62
Perennial Investment Advisors
California
$849K 28,635 +28,635 New
NA
63
Nautilus Advisors
California
$844K 28,475 +28,475 New
TWM
64
Trueblood Wealth Management
Ohio
$829K 27,980 +9,665 +53%
IWC
65
Integrated Wealth Concepts
Massachusetts
$806K 27,181 +27,181 New
SPIA
66
Steward Partners Investment Advisory
New York
$765K 25,812 +6,480 +34%
NA
67
NewEdge Advisors
Louisiana
$760K 25,656 +1,813 +8%
WIA
68
World Investment Advisors
California
$744K 25,110 -808 -3%
GIA
69
Gladstone Institutional Advisory
Florida
$621K 20,947 +20,947 New
AIFS
70
A&I Financial Services
Colorado
$579K 19,525 +19,525 New
PA
71
PFG Advisors
Arizona
$546K 18,436 +3,730 +25%
CL
72
CLG LLC
California
$540K 18,214 +18,214 New
MEAC
73
M.E. Allison & Co
Texas
$517K 17,445 +17,445 New
CIS
74
Continental Investors Services
Washington
$507K 17,118 -1,508 -8%
PAS
75
Park Avenue Securities
New York
$506K 17,081 +2,978 +21%
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