We are live on ! Find out more
CGDG icon

Capital Group Dividend Growers ETF
CGDG

133 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 43 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 9

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more capital invested

Capital invested by funds: $1.07B → $1.99B (+$920M)

27% more funds holding

Funds holding: 105 → 133 (+28)

1.33% less ownership

Funds ownership: 86.53% → 85.2% (-1.3%)

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
70
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
+$32.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.4M
4
Capital International Investors
Capital International Investors
California
+$12.2M
5
LPL Financial
LPL Financial
California
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.6M
2
RHP
Royal Harbor Partners
Texas
-$7.9M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$7.02M
4
OMC
Old Mission Capital
Illinois
-$2.84M
5
VF
Virtu Financial
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
Park Avenue Securities
New York
$506K +$90.5K +2,978 +21%
CFA
77
CWS Financial Advisors
Michigan
$495K +$156K +5,119 +44%
IAA
78
Independent Advisor Alliance
North Carolina
$484K +$497K +16,341 New
IAS
79
Insigneo Advisory Services
Florida
$472K – – –
FFS
80
Founders Financial Securities
Maryland
$459K +$182 +6 +0%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$456K +$115K +3,776 +33%
GS
82
GTS Securities
New York
$427K +$438K +14,402 New
AGP
83
Aspire Growth Partners
Florida
$417K +$427K +14,063 New
P
84
&Partners
Tennessee
$400K +$404K +13,294 New
SEIA
85
Signature Estate & Investment Advisors
California
$398K +$4.04K +133 +1%
GWP
86
Gateway Wealth Partners
Wisconsin
$382K +$151K +4,968 +63%
RA
87
RFG Advisory
Alabama
$367K +$15K +493 +4%
EH
88
Equitable Holdings
New York
$361K +$370K +12,169 New
CA
89
Continuum Advisory
Idaho
$358K -$34.6K -1,138 -9%
LC
90
Lincoln Capital
Nebraska
$297K +$305K +10,034 New
TAM
91
Titleist Asset Management
Texas
$296K +$304K +9,999 New
SB
92
Strategic Blueprint
Georgia
$275K +$282K +9,272 New
DADC
93
D.A. Davidson & Co
Montana
$272K +$278K +9,161 New
PTC
94
Private Trust Company
Ohio
$270K – – –
LWM
95
Lodestone Wealth Management
Washington
$256K +$263K +8,648 New
BDFN
96
Bond & Devick Financial Network
Minnesota
$253K – – –
SWP
97
Sagespring Wealth Partners
Tennessee
$252K +$258K +8,500 New
PFS
98
Prospera Financial Services
Texas
$250K +$256K +8,439 New
SA
99
Sanctuary Advisors
Indiana
$236K +$3.25K +107 +1%
BWG
100
Beta Wealth Group
California
$236K +$18.6K +611 +8%
2 3
4
5 6

CGDG Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2024, worth a combined $1.99B — up 86% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 12 closed out — a net gain of 31 holders — while 70 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $32.5M. The largest seller was Bank of America, exiting entirely with an estimated $8.6M sold.

  • 133 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $1.99B of Capital Group Dividend Growers ETF stock for Q4 2024, up 86% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2024 and 12 closed out, a net change of +31 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $32.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2024 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q4 2024.