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Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

182 hedge funds and large institutions have $2.13B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
182
Holders Change
+28
Holders Change %
+18.18%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
119
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.75M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$4.52M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.14M
5
LWA
5
LifeGoal Wealth Advisors
New York
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$1.57M 46,832 +37,013 +377%
JCM
77
Jacobi Capital Management
Pennsylvania
$1.57M 46,572 +1,891 +4%
SWP
78
Stratos Wealth Partners
Ohio
$1.56M 46,380 +34,046 +276%
NF
79
NavPoint Financial
Minnesota
$1.52M 45,253 +37,066 +453%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$1.52M 45,061 +2,420 +6%
PS
81
Principal Securities
Iowa
$1.49M 44,240 +12,977 +42%
CFA
82
CWS Financial Advisors
Michigan
$1.46M 43,405 +17,638 +68%
AWM
83
Apollon Wealth Management
South Carolina
$1.46M 43,291 +43,291 New
SWP
84
Sagespring Wealth Partners
Tennessee
$1.44M 42,715 +6,793 +19%
GIA
85
Gladstone Institutional Advisory
Florida
$1.43M 42,597 +11,246 +36%
NA
86
NewEdge Advisors
Louisiana
$1.43M 42,545 +13,339 +46%
SW
87
Simplicity Wealth
New Jersey
$1.27M 37,886 +20,863 +123%
WIA
88
World Investment Advisors
California
$1.27M 37,768 +1,113 +3%
GS
89
GTS Securities
New York
$1.13M 33,748 +15,623 +86%
Betterment LLC
90
Betterment LLC
New York
$1.13M 33,604 +33,604 New
MWS
91
MFA Wealth Services
California
$1.09M 32,469 +32,469 New
RA
92
RFG Advisory
Alabama
$1.08M 32,251 +18,578 +136%
FLPIM
93
F.L. Putnam Investment Management
Massachusetts
$1.08M 32,129 -7,403 -19%
GWM
94
Geneos Wealth Management
Colorado
$1.06M 31,450 +627 +2%
OMC
95
Old Mission Capital
Illinois
$1.03M 30,714 +30,714 New
Mariner
96
Mariner
Kansas
$1.03M 30,664 +1,695 +6%
MA
97
Mutual Advisors
Nebraska
$976K 28,495 +4,729 +20%
QFW
98
QTR Family Wealth
Florida
$952K 28,311 +3,764 +15%
KWM
99
Kingsview Wealth Management
Oregon
$932K 27,711 +1,967 +8%
WS
100
Wedbush Securities
California
$898K 26,696 -18,938 -41%
2 3
4
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