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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
SWM
126
Spire Wealth Management
Virginia
$7.96K +$8.18K +269 New
Wells Fargo
127
Wells Fargo
California
$4.83K +$4.92K +162 +16,200%
CA
128
CoreCap Advisors
Michigan
$2.93K +$3.01K +99 New
AG
129
AmeriFlex Group
Nevada
$1.38K +$1.37K +45 New
KIM
130
Kestra Investment Management
Texas
$1.37K +$1.4K +46 New
AAG
131
Armstrong Advisory Group
Massachusetts
$1.04K +$1.06K +35 New
NECFA
132
New England Capital Financial Advisors
Connecticut
$499 +$517 +17 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$59 +$61 +2 New
Bank of America
134
Bank of America
North Carolina
-$8.6M -280,000 Closed
RHP
135
Royal Harbor Partners
Texas
-$7.9M -257,159 Closed
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
-$7.02M -228,590 Closed
VF
137
Virtu Financial
New York
-$2.6M -84,476 Closed
FTUS
138
Flow Traders U.S.
New York
-$1.53M -49,746 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
-$1.13M -36,868 Closed
IAIM
140
International Assets Investment Management
Florida
-$1.06K -32,686 Closed
SPC
141
Sigma Planning Corp
Michigan
-$509K -16,581 Closed
MA
142
Mutual Advisors
Nebraska
-$399K -13,005 Closed
KWM
143
Kingsview Wealth Management
Oregon
-$372K -12,111 Closed
SW
144
Simplicity Wealth
New Jersey
-$332K -10,810 Closed
CPA
145
Clear Point Advisors
New York
-$12.5K -406 Closed

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.