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Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

183 hedge funds and large institutions have $2.15B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
119
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$187M
2
ACM
Advance Capital Management
Michigan
$89.8M
3
CGPCS
Capital Group Private Client Services
California
$137M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$196M
5
Raymond James Financial
Raymond James Financial
Florida
$89.2M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$1.75M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$4.52M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.5M
4
AAS
Ameritas Advisory Services
Nebraska
$3.14M
5
LWA
LifeGoal Wealth Advisors
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Trueblood Wealth Management
Ohio
$1.6M +$180K +5,339 +13%
SFS
77
Sowell Financial Services
Arkansas
$1.57M +$1.24M +37,013 +377%
JCM
78
Jacobi Capital Management
Pennsylvania
$1.57M +$63.6K +1,891 +4%
SWP
79
Stratos Wealth Partners
Ohio
$1.56M +$1.14M +34,046 +276%
NF
80
NavPoint Financial
Minnesota
$1.52M +$1.25M +37,066 +453%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$1.52M +$81.4K +2,420 +6%
PS
82
Principal Securities
Iowa
$1.49M +$436K +12,977 +42%
CFA
83
CWS Financial Advisors
Michigan
$1.46M +$593K +17,638 +68%
AWM
84
Apollon Wealth Management
South Carolina
$1.46M +$1.46M +43,291 New
SWP
85
Sagespring Wealth Partners
Tennessee
$1.44M +$228K +6,793 +19%
GIA
86
Gladstone Institutional Advisory
Florida
$1.43M +$378K +11,246 +36%
NA
87
NewEdge Advisors
Louisiana
$1.43M +$449K +13,339 +46%
SW
88
Simplicity Wealth
New Jersey
$1.27M +$702K +20,863 +123%
WIA
89
World Investment Advisors
California
$1.27M +$37.4K +1,113 +3%
GS
90
GTS Securities
New York
$1.13M +$525K +15,623 +86%
Betterment LLC
91
Betterment LLC
New York
$1.13M +$1.13M +33,604 New
MWS
92
MFA Wealth Services
California
$1.09M +$1.09M +32,469 New
RA
93
RFG Advisory
Alabama
$1.08M +$625K +18,578 +136%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$1.08M -$249K -7,403 -19%
GWM
95
Geneos Wealth Management
Colorado
$1.06M +$21.1K +627 +2%
OMC
96
Old Mission Capital
Illinois
$1.03M +$1.03M +30,714 New
Mariner
97
Mariner
Kansas
$1.03M +$57K +1,695 +6%
MA
98
Mutual Advisors
Nebraska
$976K +$162K +4,729 +20%
QFW
99
QTR Family Wealth
Florida
$952K +$127K +3,764 +15%
KWM
100
Kingsview Wealth Management
Oregon
$932K +$66.1K +1,967 +8%
2 3
4
5 6