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Capital Group Dividend Growers ETF

188 hedge funds and large institutions have $2.17B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 15

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

44% more capital invested

Capital invested by funds: $1.5B → $2.17B (+$666M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 158188 (+30)

0.54% more ownership

Funds ownership: 83.9%84.45% (+0.54%)

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
122
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$898K -$602K -18,938 -41%
AIFS
102
A&I Financial Services
Colorado
$892K +$68.5K +2,155 +9%
GWP
103
Gateway Wealth Partners
Wisconsin
$873K +$275K +8,668 +50%
GKWIM
104
Gerber Kawasaki Wealth & Investment Management
California
$815K +$770K +24,245 New
FHA
105
Flagship Harbor Advisors
Massachusetts
$814K +$769K +24,207 New
RYIA
106
Roehl & Yi Investment Advisors
Oregon
$811K -$62K -1,953 -7%
AGP
107
Aspire Growth Partners
Florida
$801K
SA
108
Sanctuary Advisors
Indiana
$788K +$464K +14,620 +166%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$773K +$7.94K +250 +1%
KPWS
110
Kestra Private Wealth Services
Texas
$766K +$724K +22,786 New
ASN
111
Advisory Services Network
Georgia
$760K +$726K +22,850 New
PA
112
PFG Advisors
Arizona
$741K +$91K +2,864 +15%
LI
113
LRI Investments
Florida
$740K +$699K +22,000 New
IFG
114
Independent Financial Group
California
$697K +$658K +20,725 New
LA
115
Latitude Advisors
Florida
$687K +$98.6K +3,103 +18%
PAS
116
Park Avenue Securities
New York
$670K +$68.8K +2,167 +12%
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$655K +$197K +6,194 +47%
CL
118
CLG LLC
California
$652K +$79.2K +2,494 +15%
MSAM
119
Moloney Securities Asset Management
Missouri
$650K +$334K +10,523 +119%
VVP
120
Venture Visionary Partners
Ohio
$637K +$378K +11,907 +169%
SB
121
Strategic Blueprint
Georgia
$613K +$579K +18,231 New
MFIM
122
Mesirow Financial Investment Management
Illinois
$602K +$568K +17,887 New
MEAC
123
M.E. Allison & Co
Texas
$595K +$8.26K +260 +1%
SWMG
124
Signature Wealth Management Group
Georgia
$563K -$143K -4,504 -21%
JWCA
125
J.W. Cole Advisors
Florida
$539K +$59.1K +1,861 +13%

CGDG Hedge Fund Activity: Q2 2025 in Review

188 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q2 2025, worth a combined $2.17B — up 44% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 11 closed out — a net gain of 32 holders — while 122 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $89.9M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.12M.

  • 188 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q2 2025, up from 158 in Q1 2025.
  • Funds reported $2.17B of Capital Group Dividend Growers ETF stock for Q2 2025, up 44% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q2 2025 and 11 closed out, a net change of +32 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q2 2025 was LPL Financial, an estimated $89.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.