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Capital Group Dividend Growers ETF

250 hedge funds and large institutions have $3.35B invested in Capital Group Dividend Growers ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

564% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 25

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$563M)

17% more funds holding

Funds holding: 214250 (+36)

0.52% more ownership

Funds ownership: 83.94%84.46% (+0.52%)

Holders
250
Holders Change
+36
Holders Change %
+16.82%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.13%
New
43
Increased
166
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
101
Blueprint Investment Partners
North Carolina
$1.69M +$283K +8,040 +20%
GWM
102
Geneos Wealth Management
Colorado
$1.68M +$1.14M +32,355 +220%
GKWIM
103
Gerber Kawasaki Wealth & Investment Management
California
$1.64M +$36K +1,022 +2%
PA
104
PFG Advisors
Arizona
$1.61M +$376K +10,689 +31%
VA
105
VestGen Advisors
Illinois
$1.56M -$7.64M -217,074 -83%
GRP
106
Global Retirement Partners
California
$1.56M +$1.18M +33,546 +331%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$1.56M -$498K -14,164 -24%
LWA
108
LifeGoal Wealth Advisors
New York
$1.55M +$86.5K +2,458 +6%
QFW
109
QTR Family Wealth
Florida
$1.49M +$351K +9,987 +34%
SWM
110
SFG Wealth Management
Maryland
$1.45M -$28.1K -799 -2%
BFS
111
Bare Financial Services
Pennsylvania
$1.44M +$947K +26,924 +199%
MWS
112
MFA Wealth Services
California
$1.43M +$154K +4,387 +12%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$1.38M +$1.37M +38,796 New
CL
114
CLG LLC
California
$1.38M +$438K +12,455 +47%
WS
115
Wedbush Securities
California
$1.33M +$157K +4,450 +13%
MA
116
Mutual Advisors
Nebraska
$1.3M +$179K +5,080 +16%
LA
117
Latitude Advisors
Florida
$1.3M +$192K +5,455 +18%
JWCA
118
J.W. Cole Advisors
Florida
$1.24M +$545K +15,478 +80%
IFG
119
Independent Financial Group
California
$1.23M +$313K +8,893 +35%
HighTower Advisors
120
HighTower Advisors
Illinois
$1.18M +$203K +5,762 +21%
Mariner
121
Mariner
Kansas
$1.18M +$395K +11,228 +52%
RYIA
122
Roehl & Yi Investment Advisors
Oregon
$1.17M +$31.7K +902 +3%
FFA
123
Farther Finance Advisors
California
$1.17M +$846K +24,056 +279%
SF
124
Summit Financial
New Jersey
$1.13M +$233K +6,619 +26%
KPWS
125
Kestra Private Wealth Services
Texas
$1.12M +$99K +2,814 +10%

CGDG Hedge Fund Activity: Q4 2025 in Review

250 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2025, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 5 closed out — a net gain of 38 holders — while 166 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 250 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2025, up from 214 in Q3 2025.
  • Funds reported $3.35B of Capital Group Dividend Growers ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2025 and 5 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2025 was LPL Financial, an estimated $67.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2025 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2025.