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Capital Group Dividend Growers ETF
CGDG

158 hedge funds and large institutions have $1.5B invested in Capital Group Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 10

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

19% more funds holding

Funds holding: 133 → 158 (+25)

1.3% less ownership

Funds ownership: 85.2% → 83.9% (-1.3%)

25% less capital invested

Capital invested by funds: $1.99B → $1.5B (-$489M)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
94
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$40.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.9M
4
Raymond James Financial
Raymond James Financial
Florida
+$11.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$9.29M
2
CSP
Cary Street Partners
Virginia
-$7.12M
3
OMC
Old Mission Capital
Illinois
-$2.46M
4
LWA
LifeGoal Wealth Advisors
New York
-$2.27M
5
PIA
Perennial Investment Advisors
California
-$849K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$2.19M +$2.18M +70,824 New
LWA
52
LifeGoal Wealth Advisors
New York
$2.14M -$2.27M -73,645 -52%
MFG
53
Merit Financial Group
Georgia
$1.83M +$1.82M +59,152 New
MFA
54
Mayflower Financial Advisors
Massachusetts
$1.72M +$86.6K +2,814 +5%
DAS
55
Dynamic Advisor Solutions
Arizona
$1.7M +$138K +4,472 +9%
LWM
56
LongView Wealth Management
Georgia
$1.64M +$359K +11,665 +28%
EPW
57
Endeavor Private Wealth
Kansas
$1.63M +$302K +9,824 +23%
Comerica Bank
58
Comerica Bank
Texas
$1.55M +$15.2K +493 +1%
SPIA
59
Steward Partners Investment Advisory
New York
$1.49M +$686K +22,299 +86%
NA
60
Nautilus Advisors
California
$1.43M +$547K +17,771 +62%
WS
61
Wedbush Securities
California
$1.41M +$444K +14,430 +46%
SFG
62
Seamount Financial Group
Colorado
$1.39M +$61.6K +2,001 +5%
JCM
63
Jacobi Capital Management
Pennsylvania
$1.38M +$227K +7,361 +20%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.37M -$66.7K -2,166 -5%
OHWA
65
Oak Hill Wealth Advisors
Virginia
$1.37M +$427K +13,888 +46%
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.34M +$497K +16,155 +59%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$1.32M +$515K +16,746 +65%
TWM
68
Trueblood Wealth Management
Ohio
$1.3M +$435K +14,125 +50%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$1.22M +$26.2K +851 +2%
BFG
70
Bleakley Financial Group
New Jersey
$1.15M +$92.7K +3,012 +9%
WIA
71
World Investment Advisors
California
$1.13M +$355K +11,545 +46%
SWP
72
Sagespring Wealth Partners
Tennessee
$1.11M +$844K +27,422 +323%
GIA
73
Gladstone Institutional Advisory
Florida
$969K +$320K +10,404 +50%
GWM
74
Geneos Wealth Management
Colorado
$952K +$949K +30,823 New
PS
75
Principal Securities
Iowa
$927K – – –
1 2
3
4 5

CGDG Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2025, worth a combined $1.5B — down 25% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 11 closed out — a net gain of 26 holders — while 94 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.5M. The largest seller was Capital International Investors, cutting an estimated $9.29M.

  • 158 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $1.5B of Capital Group Dividend Growers ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2025 was LPL Financial, an estimated $40.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2025 was Capital International Investors, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2025.