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Capital Group Dividend Growers ETF
CGDG

214 hedge funds and large institutions have $2.79B invested in Capital Group Dividend Growers ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

400% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 28

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $2.17B → $2.79B (+$619M)

14% more funds holding

Funds holding: 188 → 214 (+26)

0.51% less ownership

Funds ownership: 84.45% → 83.94% (-0.51%)

Holders
214
Holders Change
+26
Holders Change %
+13.83%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
33
Increased
140
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
+$87.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$74.7M
3
LPL Financial
LPL Financial
California
+$73.4M
4
Morgan Stanley
Morgan Stanley
New York
+$62.8M
5
Wells Fargo
Wells Fargo
California
+$33.2M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.4M
2
Jane Street
Jane Street
New York
-$11.3M
3
Capital International Investors
Capital International Investors
California
-$8.02M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$7.15M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
51
BlueChip Wealth Advisors
Georgia
$4.98M +$397K +11,650 +9%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$4.92M +$603K +17,709 +14%
WIP
53
WealthCare Investment Partners
Rhode Island
$4.87M +$24.2K +710 +0.5%
AWM
54
Apollon Wealth Management
South Carolina
$4.59M +$3.04M +89,150 +206%
OMC
55
Old Mission Capital
Illinois
$4.53M +$3.4M +99,903 +325%
KAS
56
Kestra Advisory Services
Texas
$4.51M -$2.64M -77,551 -37%
DADC
57
D.A. Davidson & Co
Montana
$4.42M +$26.6K +780 +0.6%
FFS
58
Founders Financial Securities
Maryland
$4.04M +$259K +7,603 +7%
SWP
59
Stratos Wealth Partners
Ohio
$4.04M +$2.39M +70,076 +151%
KWM
60
Kingsview Wealth Management
Oregon
$3.65M +$2.64M +77,561 +280%
LWM
61
LongView Wealth Management
Georgia
$3.41M +$950K +27,912 +40%
US Bancorp
62
US Bancorp
Minnesota
$3.21M +$585K +17,170 +23%
NF
63
NavPoint Financial
Minnesota
$3.12M +$1.52M +44,663 +99%
PS
64
Principal Securities
Iowa
$2.91M +$1.36M +39,804 +90%
SPIA
65
Steward Partners Investment Advisory
New York
$2.86M +$399K +11,724 +17%
MFA
66
Mayflower Financial Advisors
Massachusetts
$2.84M +$871K +25,580 +45%
OHWA
67
Oak Hill Wealth Advisors
Virginia
$2.75M +$677K +19,887 +33%
EPW
68
Endeavor Private Wealth
Kansas
$2.5M +$225K +6,617 +10%
Betterment LLC
69
Betterment LLC
New York
$2.43M +$1.24M +36,502 +109%
JCM
70
Jacobi Capital Management
Pennsylvania
$2.41M +$784K +23,038 +49%
EH
71
Equitable Holdings
New York
$2.4M +$650K +19,095 +38%
Comerica Bank
72
Comerica Bank
Texas
$2.4M +$158K +4,632 +7%
Citadel Advisors
73
Citadel Advisors
Florida
$2.37M -$3.29M -96,643 -59%
TWP
74
Tempus Wealth Planning
California
$2.32M -$537K -15,772 -19%
SFG
75
Seamount Financial Group
Colorado
$2.24M +$255K +7,496 +13%
1 2
3
4 5

CGDG Hedge Fund Activity: Q3 2025 in Review

214 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2025, worth a combined $2.79B — up 29% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGDG positions and 4 closed out — a net gain of 29 holders — while 140 added to existing stakes and 28 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $87.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $23.4M sold.

  • 214 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2025, up from 188 in Q2 2025.
  • Funds reported $2.79B of Capital Group Dividend Growers ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 33 funds opened new Capital Group Dividend Growers ETF positions in Q3 2025 and 4 closed out, a net change of +29 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2025 was Advance Capital Management, an estimated $87.8M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2025 was Susquehanna International Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2025.