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Capital Group Dividend Growers ETF
CGDG

250 hedge funds and large institutions have $3.35B invested in Capital Group Dividend Growers ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

564% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 25

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$563M)

17% more funds holding

Funds holding: 214 → 250 (+36)

0.52% more ownership

Funds ownership: 83.94% → 84.46% (+0.52%)

Holders
250
Holders Change
+36
Holders Change %
+16.82%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.13%
New
43
Increased
166
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$67.9M
2
Wells Fargo
Wells Fargo
California
+$57.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.9M
4
Jane Street
Jane Street
New York
+$32M
5
Raymond James Financial
Raymond James Financial
Florida
+$21.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$26.9M
2
VA
VestGen Advisors
Illinois
-$7.64M
3
OMC
Old Mission Capital
Illinois
-$4.53M
4
FTUS
Flow Traders U.S.
New York
-$3.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
76
Equitable Holdings
New York
$3.01M +$531K +15,098 +22%
Betterment LLC
77
Betterment LLC
New York
$2.98M +$479K +13,605 +19%
MW
78
Merited Wealth
Florida
$2.95M +$2.91M +82,754 New
Cerity Partners
79
Cerity Partners
New York
$2.92M +$2.88M +81,852 New
FTUS
80
Flow Traders U.S.
New York
$2.9M -$3.89M -110,620 -58%
JCM
81
Jacobi Capital Management
Pennsylvania
$2.84M +$353K +10,036 +14%
VVP
82
Venture Visionary Partners
Ohio
$2.78M +$1.65M +46,838 +151%
EPW
83
Endeavor Private Wealth
Kansas
$2.77M +$200K +5,681 +8%
Comerica Bank
84
Comerica Bank
Texas
$2.68M +$213K +6,042 +9%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$2.63M +$1.47M +41,816 +131%
SFG
86
Seamount Financial Group
Colorado
$2.44M +$134K +3,817 +6%
SRWM
87
Shira Ridge Wealth Management
California
$2.39M +$2.36M +66,975 New
TWP
88
Tempus Wealth Planning
California
$2.35M -$37.3K -1,060 -2%
SA
89
Sovran Advisors
California
$2.3M +$54.7K +1,554 +3%
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$2.02M +$310K +8,812 +18%
TWM
91
Trueblood Wealth Management
Ohio
$2.02M +$257K +7,297 +15%
GIA
92
Gladstone Institutional Advisory
Florida
$2.01M +$318K +9,034 +19%
NA
93
Nautilus Advisors
California
$1.95M +$56.5K +1,605 +3%
GWP
94
Gateway Wealth Partners
Wisconsin
$1.94M +$574K +16,302 +43%
PAS
95
Park Avenue Securities
New York
$1.92M +$193K +5,476 +11%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.88M +$1.86M +52,830 New
CFA
97
CWS Financial Advisors
Michigan
$1.85M +$153K +4,359 +9%
SWP
98
Sagespring Wealth Partners
Tennessee
$1.83M +$140K +3,985 +8%
WIA
99
World Investment Advisors
California
$1.7M +$20.9K +594 +1%
BFA
100
Blueprint Financial Advisors
North Carolina
$1.69M +$283K +8,040 +20%
2 3
4
5 6

CGDG Hedge Fund Activity: Q4 2025 in Review

250 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2025, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 5 closed out — a net gain of 38 holders — while 166 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 250 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2025, up from 214 in Q3 2025.
  • Funds reported $3.35B of Capital Group Dividend Growers ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2025 and 5 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2025 was LPL Financial, an estimated $67.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2025 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2025.