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Capital Group Dividend Growers ETF
CGDG

264 hedge funds and large institutions have $3.73B invested in Capital Group Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 41

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $3.35B → $3.73B (+$385M)

6% more funds holding

Funds holding: 250 → 264 (+14)

2.43% less ownership

Funds ownership: 84.46% → 82.03% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
264
Holders Change
+14
Holders Change %
+5.6%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
37
Increased
164
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.7M
2
Wells Fargo
Wells Fargo
California
+$60.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.1M
4
VA
Valmark Advisers
Ohio
+$49.5M
5
Morgan Stanley
Morgan Stanley
New York
+$44.5M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$189M
2
FCM
Fourpath Capital Management
Oklahoma
-$27.2M
3
CSP
Cary Street Partners
Virginia
-$9.7M
4
CIA
Concurrent Investment Advisors
Florida
-$7.73M
5
RA
RFG Advisory
Alabama
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
101
Park Avenue Securities
New York
$2.13M +$194K +5,309 +10%
FLPIM
102
F.L. Putnam Investment Management
Massachusetts
$2.09M +$47.6K +1,300 +2%
SWP
103
Sagespring Wealth Partners
Tennessee
$2.06M +$216K +5,910 +11%
NA
104
Nautilus Advisors
California
$1.99M +$26.4K +722 +1%
GIA
105
Gladstone Institutional Advisory
Florida
$1.98M -$44.1K -1,204 -2%
BIP
106
Blueprint Investment Partners
North Carolina
$1.97M +$277K +7,560 +16%
BFA
107
Blueprint Financial Advisors
North Carolina
$1.96M +$272K +7,422 +16%
LA
108
Latitude Advisors
Florida
$1.93M +$633K +17,300 +48%
CFA
109
CWS Financial Advisors
Michigan
$1.9M +$41.9K +1,145 +2%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$1.86M +$295K +8,051 +18%
GWM
111
Geneos Wealth Management
Colorado
$1.78M +$87.1K +2,378 +5%
CL
112
CLG LLC
California
$1.73M +$341K +9,319 +24%
SWM
113
SFG Wealth Management
Maryland
$1.72M +$267K +7,303 +18%
RA
114
RFG Advisory
Alabama
$1.72M -$3.46M -94,547 -66%
PA
115
PFG Advisors
Arizona
$1.65M +$33.7K +921 +2%
MA
116
Mutual Advisors
Nebraska
$1.61M +$309K +8,445 +23%
AF
117
Allworth Financial
California
$1.59M +$541K +14,777 +50%
GIA
118
Gateway Investment Advisers
Ohio
$1.58M +$1.62M +44,116 New
LWA
119
LifeGoal Wealth Advisors
New York
$1.57M +$2.05K +56 +0.1%
PFS
120
Prospera Financial Services
Texas
$1.54M +$605K +16,519 +63%
BFS
121
Bare Financial Services
Pennsylvania
$1.5M +$49.7K +1,358 +3%
QFW
122
QTR Family Wealth
Florida
$1.47M -$4.65K -127 -0.3%
SPC
123
Sigma Planning Corp
Michigan
$1.47M +$386K +10,553 +35%
HighTower Advisors
124
HighTower Advisors
Illinois
$1.42M +$238K +6,493 +20%
GKWIM
125
Gerber Kawasaki Wealth & Investment Management
California
$1.35M -$308K -8,398 -18%
3 4
5
6 7

CGDG Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2026, worth a combined $3.73B — up 12% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 17 closed out — a net gain of 20 holders — while 164 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.7M. The largest seller was Advance Capital Management, cutting an estimated $189M.

  • 264 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2026, up from 250 in Q4 2025.
  • Funds reported $3.73B of Capital Group Dividend Growers ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2026 was LPL Financial, an estimated $63.7M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2026 was Advance Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2026.