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Capital Group Dividend Growers ETF

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: 24 (+2)

19% more funds holding

Funds holding: 133158 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$238K -$5.94K -193 -2%
VVP
127
Venture Visionary Partners
Ohio
$217K +$216K +7,027 New
IA
128
IFP Advisors
Florida
$180K +$10.6K +343 +6%
CFD
129
Creative Financial Designs
Indiana
$176K -$5.42K -176 -3%
CF
130
Centaurus Financial
California
$176K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$168K +$131K +4,271 +365%
LFG
132
Larson Financial Group
Missouri
$113K
VWWMG
133
Vermillion & White Wealth Management Group
Pennsylvania
$108K +$107K +3,490 New
WIM
134
Westside Investment Management
California
$81.1K +$68.5K +2,225 +556%
SS
135
Sunbelt Securities
Texas
$71.1K
SFGP
136
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$61K
CAL
137
Capital Analysts LLC
Pennsylvania
$50K +$49.6K +1,612 New
SIS
138
Strategic Investment Solutions
Illinois
$46K +$9.85K +320 +27%
AF
139
Allworth Financial
California
$45.7K +$26.3K +854 +136%
AI
140
Arvest Investments
Arkansas
$41.1K
OP
141
ORG Partners
Indiana
$38.1K +$37.9K +1,231 New
CAWM
142
Capital A Wealth Management
Pennsylvania
$27.5K +$1.75K +57 +7%
AAP
143
Arax Advisory Partners
Colorado
$19.8K +$19.7K +640 New
FHA
144
First Horizon Advisors
Tennessee
$19.1K
CWM
145
CarsonAllaria Wealth Management
Illinois
$17.1K
NS
146
NBC Securities
Alabama
$17K +$17.4K +566 New
MWA
147
Medallion Wealth Advisors
Connecticut
$14K +$4.15K +135 +43%
CI
148
CX Institutional
Indiana
$11K +$10.5K +340 New
SWM
149
Spire Wealth Management
Virginia
$8.3K
AF
150
Advisornet Financial
Minnesota
$6.95K +$6.92K +225 New

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.