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Capital Group Dividend Growers ETF
CGDG

158 hedge funds and large institutions have $1.5B invested in Capital Group Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 10

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

19% more funds holding

Funds holding: 133 → 158 (+25)

1.3% less ownership

Funds ownership: 85.2% → 83.9% (-1.3%)

25% less capital invested

Capital invested by funds: $1.99B → $1.5B (-$489M)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
94
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$40.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.9M
4
Raymond James Financial
Raymond James Financial
Florida
+$11.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$9.29M
2
CSP
Cary Street Partners
Virginia
-$7.12M
3
OMC
Old Mission Capital
Illinois
-$2.46M
4
LWA
LifeGoal Wealth Advisors
New York
-$2.27M
5
PIA
Perennial Investment Advisors
California
-$849K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$437K +$436K +14,153 New
Citadel Advisors
102
Citadel Advisors
Florida
$436K +$195K +6,343 +82%
LC
103
Lincoln Capital
Nebraska
$433K +$131K +4,271 +43%
RA
104
RFG Advisory
Alabama
$422K +$39.5K +1,284 +10%
SEIA
105
Signature Estate & Investment Advisors
California
$420K +$4.65K +151 +1%
IAIM
106
International Assets Investment Management
Florida
$413K +$411K +13,368 New
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$411K +$409K +13,297 New
SIM
108
Synergy Investment Management
Florida
$403K +$195K +6,350 +95%
SWP
109
Stratos Wealth Partners
Ohio
$381K +$380K +12,334 New
PTC
110
Private Trust Company
Ohio
$375K +$93.2K +3,029 +33%
CA
111
Continuum Advisory
Idaho
$373K – – –
CSP
112
Cary Street Partners
Virginia
$368K -$7.12M -231,330 -95%
JP Morgan Chase
113
JP Morgan Chase
New York
$341K +$304K +9,881 +859%
LWM
114
Lodestone Wealth Management
Washington
$317K +$49.1K +1,595 +18%
TAM
115
Titleist Asset Management
Texas
$314K +$5.05K +164 +2%
SFS
116
Sowell Financial Services
Arkansas
$303K +$302K +9,819 New
SA
117
Sanctuary Advisors
Indiana
$272K +$35K +1,139 +15%
MSAM
118
Moloney Securities Asset Management
Missouri
$272K +$51.9K +1,688 +24%
BFG
119
Berger Financial Group
Minnesota
$272K +$34K +1,104 +14%
GVAG
120
Great Valley Advisor Group
Delaware
$271K +$269K +8,757 New
PFS
121
Prospera Financial Services
Texas
$265K +$4.62K +150 +2%
SEI Investments
122
SEI Investments
Pennsylvania
$261K +$260K +8,442 New
BDFN
123
Bond & Devick Financial Network
Minnesota
$255K – – –
NF
124
NavPoint Financial
Minnesota
$253K +$252K +8,187 New
MFG
125
Mission Financial Group
Nevada
$246K +$211K +6,844 New
3 4
5
6 7

CGDG Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2025, worth a combined $1.5B — down 25% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 11 closed out — a net gain of 26 holders — while 94 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.5M. The largest seller was Capital International Investors, cutting an estimated $9.29M.

  • 158 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $1.5B of Capital Group Dividend Growers ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2025 was LPL Financial, an estimated $40.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2025 was Capital International Investors, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2025.