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Capital Group Dividend Growers ETF
CGDG

264 hedge funds and large institutions have $3.73B invested in Capital Group Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 41

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $3.35B → $3.73B (+$385M)

6% more funds holding

Funds holding: 250 → 264 (+14)

2.43% less ownership

Funds ownership: 84.46% → 82.03% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
264
Holders Change
+14
Holders Change %
+5.6%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
37
Increased
164
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.7M
2
Wells Fargo
Wells Fargo
California
+$60.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.1M
4
VA
Valmark Advisers
Ohio
+$49.5M
5
Morgan Stanley
Morgan Stanley
New York
+$44.5M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$189M
2
FCM
Fourpath Capital Management
Oklahoma
-$27.2M
3
CSP
Cary Street Partners
Virginia
-$9.7M
4
CIA
Concurrent Investment Advisors
Florida
-$7.73M
5
RA
RFG Advisory
Alabama
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
126
Wedbush Securities
California
$1.33M -$17.2K -469 -1%
Mariner
127
Mariner
Kansas
$1.32M +$135K +3,688 +11%
RYIA
128
Roehl & Yi Investment Advisors
Oregon
$1.24M +$68.5K +1,871 +5%
KPWS
129
Kestra Private Wealth Services
Texas
$1.23M +$109K +2,980 +10%
CIM
130
Capital Investment Management
Missouri
$1.23M +$144K +3,934 +13%
SW
131
Simplicity Wealth
New Jersey
$1.19M +$120K +3,286 +11%
AGP
132
Aspire Growth Partners
Florida
$1.15M +$207K +5,641 +21%
SA
133
Sanctuary Advisors
Indiana
$1.15M +$156K +4,259 +15%
SF
134
Summit Financial
New Jersey
$1.15M +$4.5K +123 +0.4%
AIFS
135
A&I Financial Services
Colorado
$1.11M +$57.1K +1,559 +5%
IFG
136
Independent Financial Group
California
$1.11M -$132K -3,615 -10%
LWA
137
Lantern Wealth Advisors
New York
$1.11M +$604K +16,489 +115%
DAS
138
Dynamic Advisor Solutions
Arizona
$1.08M +$12.6K +345 +1%
TFA
139
Transamerica Financial Advisors
Florida
$1.05M +$550K +15,011 +107%
PFA
140
Perryman Financial Advisory
Texas
$1.02M +$495K +13,527 +91%
VC
141
Vicus Capital
Pennsylvania
$996K +$174K +4,765 +21%
SFS
142
Security Financial Services
Indiana
$922K +$114K +3,120 +14%
APA
143
Astoria Portfolio Advisors
New York
$915K +$191K +5,225 +27%
BHFP
144
Blom & Howell Financial Planning
California
$901K +$210K +5,746 +30%
AFP
145
Ausdal Financial Partners
Iowa
$893K +$200K +5,459 +28%
JP Morgan Chase
146
JP Morgan Chase
New York
$869K +$696K +19,016 +339%
AIM
147
Advyzon Investment Management
Illinois
$829K +$296K +8,072 +54%
WP
148
WealthSpring Partners
California
$822K +$839K +22,902 New
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$813K +$28.9K +789 +4%
AQR Capital Management
150
AQR Capital Management
Connecticut
$804K – – –
4 5
6
7 8

CGDG Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2026, worth a combined $3.73B — up 12% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 17 closed out — a net gain of 20 holders — while 164 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.7M. The largest seller was Advance Capital Management, cutting an estimated $189M.

  • 264 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2026, up from 250 in Q4 2025.
  • Funds reported $3.73B of Capital Group Dividend Growers ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2026 was LPL Financial, an estimated $63.7M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2026 was Advance Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2026.