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Capital Group Dividend Growers ETF

133 hedge funds and large institutions have $1.99B invested in Capital Group Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 9

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more capital invested

Capital invested by funds: $1.07B → $1.99B (+$920M)

27% more funds holding

Funds holding: 105133 (+28)

1.33% less ownership

Funds ownership: 86.53%85.2% (-1.3%)

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
70
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$234K -$4.1K -135 -2%
Citadel Advisors
102
Citadel Advisors
Florida
$230K +$236K +7,755 New
BFG
103
Berger Financial Group
Minnesota
$228K +$234K +7,697 New
MSAM
104
Moloney Securities Asset Management
Missouri
$211K +$216K +7,118 New
NCFG
105
New Century Financial Group
New Jersey
$205K +$1.49K +49 +0.7%
SIM
106
Synergy Investment Management
Florida
$199K +$204K +6,700 New
CFD
107
Creative Financial Designs
Indiana
$174K -$15.9K -524 -8%
CF
108
Centaurus Financial
California
$169K +$173K +5,689 New
IA
109
IFP Advisors
Florida
$163K +$13.3K +438 +9%
LFG
110
Larson Financial Group
Missouri
$108K
SS
111
Sunbelt Securities
Texas
$67.9K
SFGP
112
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$58.5K +$60K +1,974 New
AI
113
Arvest Investments
Arkansas
$39.4K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$35K +$23.6K +778 +198%
SIS
115
Strategic Investment Solutions
Illinois
$34.6K
JP Morgan Chase
116
JP Morgan Chase
New York
$34.1K +$12.1K +399 +53%
CAWM
117
Capital A Wealth Management
Pennsylvania
$24.7K +$25.3K +832 New
OC
118
Oarsman Capital
Wisconsin
$21.4K +$213 +7 +1%
AF
119
Allworth Financial
California
$19K +$19K +626 New
FHA
120
First Horizon Advisors
Tennessee
$18.3K
CWM
121
CarsonAllaria Wealth Management
Illinois
$16.4K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$16.3K +$16.7K +551 New
WIM
123
Westside Investment Management
California
$11.9K
MWA
124
Medallion Wealth Advisors
Connecticut
$9.4K +$9.63K +317 New
GRP
125
Global Retirement Partners
California
$9.16K

CGDG Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2024, worth a combined $1.99B — up 86% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 12 closed out — a net gain of 31 holders — while 70 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $32.5M. The largest seller was Bank of America, exiting entirely with an estimated $8.6M sold.

  • 133 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $1.99B of Capital Group Dividend Growers ETF stock for Q4 2024, up 86% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2024 and 12 closed out, a net change of +31 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $32.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2024 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q4 2024.