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Capital Group Dividend Growers ETF
CGDG

105 hedge funds and large institutions have $1.07B invested in Capital Group Dividend Growers ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 5

267% more capital invested

Capital invested by funds: $292M → $1.07B (+$779M)

52% more funds holding

Funds holding: 69 → 105 (+36)

9.52% more ownership

Funds ownership: 77.01% → 86.53% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
105
Holders Change
+36
Holders Change %
+52.17%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
55
Reduced
5
Closed
–
Calls
–
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$312K

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$508M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$56.3M
3
LPL Financial
LPL Financial
California
+$18.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.1M
5
Morgan Stanley
Morgan Stanley
New York
+$12M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.83M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$1.87M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$599K
4
SW
Simplicity Wealth
New Jersey
-$155K
5
CIA
Concurrent Investment Advisors
Florida
-$81.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
RFG Advisory
Alabama
$365K +$352K +11,896 New
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$357K +$343K +11,615 New
CFA
78
CWS Financial Advisors
Michigan
$356K +$342K +11,575 New
FLPIM
79
F.L. Putnam Investment Management
Massachusetts
$354K -$599K -20,276 -64%
SW
80
Simplicity Wealth
New Jersey
$332K -$155K -5,253 -33%
PTC
81
Private Trust Company
Ohio
$280K – – –
BDFN
82
Bond & Devick Financial Network
Minnesota
$253K +$243K +8,237 New
AI
83
Atria Investments
North Carolina
$246K +$237K +8,015 New
GWP
84
Gateway Wealth Partners
Wisconsin
$244K +$235K +7,935 New
SA
85
Sanctuary Advisors
Indiana
$230K +$224K +7,563 New
BWG
86
Beta Wealth Group
California
$226K +$218K +7,359 New
NCFG
87
New Century Financial Group
New Jersey
$211K +$203K +6,866 New
CFD
88
Creative Financial Designs
Indiana
$197K +$110K +3,736 +140%
UBS Group
89
UBS Group
Switzerland
$185K +$178K +6,008 New
IA
90
IFP Advisors
Florida
$155K +$83.9K +2,837 +128%
LFG
91
Larson Financial Group
Missouri
$112K – – –
SS
92
Sunbelt Securities
Texas
$70.7K – – –
Comerica Bank
93
Comerica Bank
Texas
$52.2K – – –
AI
94
Arvest Investments
Arkansas
$40.9K – – –
SIS
95
Strategic Investment Solutions
Illinois
$35.9K +$34.5K +1,168 New
JP Morgan Chase
96
JP Morgan Chase
New York
$23.1K +$22.2K +751 New
OC
97
Oarsman Capital
Wisconsin
$21.9K +$21.1K +713 New
FHA
98
First Horizon Advisors
Tennessee
$19K +$18.2K +617 New
CWM
99
CarsonAllaria Wealth Management
Illinois
$17K – – –
CPA
100
Clear Point Advisors
New York
$12.5K +$89 +3 +0.7%
1 2 3
4
5

CGDG Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2024, worth a combined $1.07B — up 267% from $292M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGDG positions and 0 closed out — a net gain of 38 holders — while 55 added to existing stakes and 5 trimmed.

The largest buyer was Capital International Investors, adding an estimated $508M. The largest seller was Old Mission Capital, cutting an estimated $3.83M.

  • 105 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $1.07B of Capital Group Dividend Growers ETF stock for Q3 2024, up 267% quarter-over-quarter.
  • 38 funds opened new Capital Group Dividend Growers ETF positions in Q3 2024 and 0 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2024 was Capital International Investors, an estimated $508M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2024.