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Capital Group Dividend Growers ETF

188 hedge funds and large institutions have $2.17B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 15

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

44% more capital invested

Capital invested by funds: $1.5B → $2.17B (+$666M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 158188 (+30)

0.54% more ownership

Funds ownership: 83.9%84.45% (+0.54%)

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
122
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Trueblood Wealth Management
Ohio
$1.6M +$170K +5,339 +13%
SFS
77
Sowell Financial Services
Arkansas
$1.57M +$1.18M +37,013 +377%
JCM
78
Jacobi Capital Management
Pennsylvania
$1.57M +$60.1K +1,891 +4%
SWP
79
Stratos Wealth Partners
Ohio
$1.56M +$1.08M +34,046 +276%
NF
80
NavPoint Financial
Minnesota
$1.52M +$1.18M +37,066 +453%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$1.52M +$76.9K +2,420 +6%
PS
82
Principal Securities
Iowa
$1.49M +$412K +12,977 +42%
CFA
83
CWS Financial Advisors
Michigan
$1.46M +$560K +17,638 +68%
AWM
84
Apollon Wealth Management
South Carolina
$1.46M +$1.38M +43,291 New
SWP
85
Sagespring Wealth Partners
Tennessee
$1.44M +$216K +6,793 +19%
GIA
86
Gladstone Institutional Advisory
Florida
$1.43M +$357K +11,246 +36%
NA
87
NewEdge Advisors
Louisiana
$1.43M +$424K +13,339 +46%
SW
88
Simplicity Wealth
New Jersey
$1.27M +$663K +20,863 +123%
WIA
89
World Investment Advisors
California
$1.27M +$35.4K +1,113 +3%
GS
90
GTS Securities
New York
$1.13M +$496K +15,623 +86%
Betterment LLC
91
Betterment LLC
New York
$1.13M +$1.07M +33,604 New
MWS
92
MFA Wealth Services
California
$1.09M +$1.03M +32,469 New
RA
93
RFG Advisory
Alabama
$1.08M +$590K +18,578 +136%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$1.08M -$235K -7,403 -19%
GWM
95
Geneos Wealth Management
Colorado
$1.06M +$19.9K +627 +2%
OMC
96
Old Mission Capital
Illinois
$1.03M +$976K +30,714 New
Mariner
97
Mariner
Kansas
$1.03M +$53.8K +1,695 +6%
MA
98
Mutual Advisors
Nebraska
$976K +$150K +4,729 +20%
QFW
99
QTR Family Wealth
Florida
$952K +$120K +3,764 +15%
KWM
100
Kingsview Wealth Management
Oregon
$932K +$62.5K +1,967 +8%

CGDG Hedge Fund Activity: Q2 2025 in Review

188 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q2 2025, worth a combined $2.17B — up 44% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 11 closed out — a net gain of 32 holders — while 122 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $89.9M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.12M.

  • 188 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q2 2025, up from 158 in Q1 2025.
  • Funds reported $2.17B of Capital Group Dividend Growers ETF stock for Q2 2025, up 44% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q2 2025 and 11 closed out, a net change of +32 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q2 2025 was LPL Financial, an estimated $89.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.