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Capital Group Dividend Growers ETF

250 hedge funds and large institutions have $3.35B invested in Capital Group Dividend Growers ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

564% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 25

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$563M)

17% more funds holding

Funds holding: 214250 (+36)

0.52% more ownership

Funds ownership: 83.94%84.46% (+0.52%)

Holders
250
Holders Change
+36
Holders Change %
+16.82%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.13%
New
43
Increased
166
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$6.17M +$284K +8,059 +5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$6.08M +$201K +5,706 +3%
FFA
53
Founders Financial Alliance
North Carolina
$5.91M +$529K +15,048 +10%
SWP
54
Stratos Wealth Partners
Ohio
$5.85M +$1.68M +47,672 +41%
BWA
55
BlueChip Wealth Advisors
Georgia
$5.67M +$542K +15,394 +11%
KAS
56
Kestra Advisory Services
Texas
$5.4M +$750K +21,327 +16%
KWM
57
Kingsview Wealth Management
Oregon
$5.18M +$1.41M +40,080 +38%
FFS
58
Founders Financial Securities
Maryland
$5.12M +$947K +26,901 +23%
AWM
59
Apollon Wealth Management
South Carolina
$5.12M +$392K +11,129 +8%
RA
60
RFG Advisory
Alabama
$5.08M +$3.43M +97,611 +218%
WIP
61
WealthCare Investment Partners
Rhode Island
$5.04M +$11.5K +326 +0.2%
DADC
62
D.A. Davidson & Co
Montana
$4.87M +$318K +9,041 +7%
BFG
63
Bleakley Financial Group
New Jersey
$4.84M -$929K -26,399 -16%
NF
64
NavPoint Financial
Minnesota
$4.76M +$1.54M +43,691 +49%
CF
65
Centaurus Financial
California
$4.63M +$4.17M +118,472 +1,030%
LWM
66
LongView Wealth Management
Georgia
$4.21M +$579K +16,448 +17%
PS
67
Principal Securities
Iowa
$4.17M +$1.16M +33,061 +39%
SPIA
68
Steward Partners Investment Advisory
New York
$4.07M +$1.12M +31,830 +39%
BWM
69
BNB Wealth Management
Maryland
$4.04M +$3.99M +113,467 New
SI
70
Stephens Inc
Arkansas
$3.77M +$1.64M +46,694 +79%
US Bancorp
71
US Bancorp
Minnesota
$3.61M +$302K +8,572 +9%
NWMG
72
National Wealth Management Group
Ohio
$3.54M +$3.22M +91,599 +1,170%
MFA
73
Mayflower Financial Advisors
Massachusetts
$3.24M +$315K +8,955 +11%
AAS
74
Ameritas Advisory Services
Nebraska
$3.1M +$855K +24,293 +39%
DC
75
Davenport & Co
Virginia
$3.02M +$1.13M +32,255 +61%

CGDG Hedge Fund Activity: Q4 2025 in Review

250 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2025, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 5 closed out — a net gain of 38 holders — while 166 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 250 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2025, up from 214 in Q3 2025.
  • Funds reported $3.35B of Capital Group Dividend Growers ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2025 and 5 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2025 was LPL Financial, an estimated $67.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2025 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2025.