Capital Group Dividend Growers ETF
CGDG
105 hedge funds and large institutions have $1.07B invested in Capital Group Dividend Growers ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 5 reducing their positions, and 0 closing their positions.
1,000% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 5
267% more capital invested
Capital invested by funds: $292M → $1.07B (+$779M)
52% more funds holding
Funds holding: 69 → 105 (+36)
9.52% more ownership
Funds ownership: 77.01% → 86.53% (+9.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $312K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$508M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$18.1M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.1M |
| 5 |
Morgan Stanley
New York
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.83M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$1.87M |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$599K |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$155K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$81.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
101
Westside Investment Management
Santa Monica,
California
| $12.3K | +$11.8K | +400 | New |
|
102
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | +$11.6K | +392 | New |
|
|
GRP
103
Global Retirement Partners
San Rafael,
California
| $9.49K | +$9.13K | +309 | New |
|
|
IAIM
104
International Assets Investment Management
Orlando,
Florida
| $1.06K | +$966K | +32,686 | New |
|
105
Wells Fargo
San Francisco,
California
| $24 | – | – | – |
|
CGDG Hedge Fund Activity: Q3 2024 in Review
105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2024, worth a combined $1.07B — up 267% from $292M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CGDG positions and 0 closed out — a net gain of 38 holders — while 55 added to existing stakes and 5 trimmed.
The largest buyer was Capital International Investors, adding an estimated $508M. The largest seller was Old Mission Capital, cutting an estimated $3.83M.
- 105 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2024, up from 69 in Q2 2024.
- Funds reported $1.07B of Capital Group Dividend Growers ETF stock for Q3 2024, up 267% quarter-over-quarter.
- 38 funds opened new Capital Group Dividend Growers ETF positions in Q3 2024 and 0 closed out, a net change of +38 holders.
- The largest Capital Group Dividend Growers ETF buyer in Q3 2024 was Capital International Investors, an estimated $508M added.
- The largest Capital Group Dividend Growers ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.83M sold.
Based on aggregated 13F filings for Q3 2024.