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Capital Group Dividend Growers ETF

158 hedge funds and large institutions have $1.5B invested in Capital Group Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 10

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more funds holding

Funds holding: 133158 (+25)

1.3% less ownership

Funds ownership: 85.2%83.9% (-1.3%)

25% less capital invested

Capital invested by funds: $1.99B → $1.5B (-$489M)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
94
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$902K +$109K +3,550 +14%
Mariner
77
Mariner
Kansas
$895K +$891K +28,969 New
RYIA
78
Roehl & Yi Investment Advisors
Oregon
$806K +$99.5K +3,233 +13%
CFA
79
CWS Financial Advisors
Michigan
$796K +$279K +9,073 +54%
KWM
80
Kingsview Wealth Management
Oregon
$795K +$792K +25,744 New
QFW
81
QTR Family Wealth
Florida
$759K +$755K +24,547 New
AGP
82
Aspire Growth Partners
Florida
$756K +$300K +9,748 +69%
AIFS
83
A&I Financial Services
Colorado
$753K +$149K +4,852 +25%
MA
84
Mutual Advisors
Nebraska
$734K +$731K +23,766 New
EH
85
Equitable Holdings
New York
$721K +$344K +11,174 +92%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$703K +$226K +7,354 +48%
SWMG
87
Signature Wealth Management Group
Georgia
$657K +$654K +21,250 New
DADC
88
D.A. Davidson & Co
Montana
$633K +$348K +11,318 +124%
GS
89
GWN Securities
Florida
$617K +$615K +19,978 New
PA
90
PFG Advisors
Arizona
$592K +$22.2K +723 +4%
GS
91
GTS Securities
New York
$560K +$115K +3,723 +26%
PAS
92
Park Avenue Securities
New York
$549K +$21.1K +685 +4%
MEAC
93
M.E. Allison & Co
Texas
$539K
LA
94
Latitude Advisors
Florida
$535K +$533K +17,311 New
GWP
95
Gateway Wealth Partners
Wisconsin
$534K +$135K +4,388 +34%
SW
96
Simplicity Wealth
New Jersey
$526K +$524K +17,023 New
CL
97
CLG LLC
California
$522K -$40.9K -1,330 -7%
SA
98
Sovran Advisors
California
$497K +$507K +16,483 New
IAS
99
Insigneo Advisory Services
Florida
$492K
CIS
100
Continental Investors Services
Washington
$465K -$64K -2,079 -12%

CGDG Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2025, worth a combined $1.5B — down 25% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 11 closed out — a net gain of 26 holders — while 94 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.5M. The largest seller was Capital International Investors, cutting an estimated $9.29M.

  • 158 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $1.5B of Capital Group Dividend Growers ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2025 was LPL Financial, an estimated $40.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2025 was Capital International Investors, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2025.