CGDG icon

Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

183 hedge funds and large institutions have $2.15B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
119
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$187M
2
ACM
Advance Capital Management
Michigan
$89.8M
3
CGPCS
Capital Group Private Client Services
California
$137M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$196M
5
Raymond James Financial
Raymond James Financial
Florida
$89.2M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$1.75M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$4.52M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.5M
4
AAS
Ameritas Advisory Services
Nebraska
$3.14M
5
LWA
LifeGoal Wealth Advisors
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
51
BlueChip Wealth Advisors
Georgia
$4.44M +$373K +11,097 +9%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$4.42M +$656K +19,513 +17%
DADC
53
D.A. Davidson & Co
Montana
$4.27M +$3.58M +106,388 +519%
CFB
54
Cullen/Frost Bankers
Texas
$4.25M +$996K +29,605 +31%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$4.19M +$565K +16,639 +16%
FFS
56
Founders Financial Securities
Maryland
$3.67M +$765K +22,753 +26%
AAS
57
Ameritas Advisory Services
Nebraska
$3.14M -$1.09M -32,301 -26%
IWC
58
Integrated Wealth Concepts
Massachusetts
$2.88M +$1.42M +42,186 +97%
FTUS
59
Flow Traders U.S.
New York
$2.85M +$2.85M +84,753 New
TWP
60
Tempus Wealth Planning
California
$2.78M +$93K +2,765 +3%
US Bancorp
61
US Bancorp
Minnesota
$2.54M +$158K +4,707 +7%
SPIA
62
Steward Partners Investment Advisory
New York
$2.38M +$760K +22,591 +47%
LWM
63
LongView Wealth Management
Georgia
$2.37M +$588K +17,487 +33%
EPW
64
Endeavor Private Wealth
Kansas
$2.21M +$431K +12,723 +24%
Comerica Bank
65
Comerica Bank
Texas
$2.17M +$488K +14,514 +29%
OHWA
66
Oak Hill Wealth Advisors
Virginia
$2.01M +$518K +15,350 +35%
SFG
67
Seamount Financial Group
Colorado
$1.92M +$406K +12,075 +27%
MFA
68
Mayflower Financial Advisors
Massachusetts
$1.9M +$22.5K +668 +1%
NA
69
Nautilus Advisors
California
$1.76M +$203K +6,030 +13%
AWS
70
Atria Wealth Solutions
New York
$1.75M -$2.26M -66,626 -56%
SA
71
Sovran Advisors
California
$1.74M +$1.19M +35,179 +213%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.69M +$200K +5,947 +13%
EH
73
Equitable Holdings
New York
$1.69M +$903K +26,858 +115%
LWA
74
LifeGoal Wealth Advisors
New York
$1.66M -$648K -19,256 -28%
DAS
75
Dynamic Advisor Solutions
Arizona
$1.65M -$200K -5,935 -11%
1 2
3
4 5