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Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

131 hedge funds and large institutions have $1.99B invested in Capital Group Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+26
Holders Change %
+24.76%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
70
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$768M
2
Raymond James Financial
2
Raymond James Financial
Florida
$42.6M
3
CGPCS
3
Capital Group Private Client Services
California
$82.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$117M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$0
2
RHP
2
Royal Harbor Partners
Texas
$0
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
OMC
4
Old Mission Capital
Illinois
$2.46M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
76
CWS Financial Advisors
Michigan
$495K 16,694 +5,119 +44%
IAA
77
Independent Advisor Alliance
North Carolina
$484K 16,341 +16,341 New
IAS
78
Insigneo Advisory Services
Florida
$472K 15,928 – –
FFS
79
Founders Financial Securities
Maryland
$459K 15,480 +6 +0%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$456K 15,391 +3,776 +33%
GS
81
GTS Securities
New York
$427K 14,402 +14,402 New
AGP
82
Aspire Growth Partners
Florida
$417K 14,063 +14,063 New
P
83
&Partners
Tennessee
$400K 13,294 +13,294 New
SEIA
84
Signature Estate & Investment Advisors
California
$398K 13,441 +133 +1%
GWP
85
Gateway Wealth Partners
Wisconsin
$382K 12,903 +4,968 +63%
RA
86
RFG Advisory
Alabama
$367K 12,389 +493 +4%
EH
87
Equitable Holdings
New York
$361K 12,169 +12,169 New
CA
88
Continuum Advisory
Idaho
$358K 12,070 -1,138 -9%
LC
89
Lincoln Capital
Nebraska
$297K 10,034 +10,034 New
TAM
90
Titleist Asset Management
Texas
$296K 9,999 +9,999 New
SB
91
Strategic Blueprint
Georgia
$275K 9,272 +9,272 New
DADC
92
D.A. Davidson & Co
Montana
$272K 9,161 +9,161 New
PTC
93
Private Trust Company
Ohio
$270K 9,100 – –
LWM
94
Lodestone Wealth Management
Washington
$256K 8,648 +8,648 New
BDFN
95
Bond & Devick Financial Network
Minnesota
$253K 8,237 – –
SWP
96
Sagespring Wealth Partners
Tennessee
$252K 8,500 +8,500 New
PFS
97
Prospera Financial Services
Texas
$250K 8,439 +8,439 New
SA
98
Sanctuary Advisors
Indiana
$236K 7,670 +107 +1%
BWG
99
Beta Wealth Group
California
$236K 7,970 +611 +8%
AI
100
Atria Investments
North Carolina
$234K 7,880 -135 -2%
2 3
4
5 6