CGDG icon

Capital Group Dividend Growers ETF
CGDG

Overview Fund Activity

183 hedge funds and large institutions have $2.15B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
119
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$95.1M
2
ACM
Advance Capital Management
Michigan
+$89.8M
3
CGPCS
Capital Group Private Client Services
California
+$35.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.8M
5
Raymond James Financial
Raymond James Financial
Florida
+$28.2M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$2.26M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.24M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.78M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.09M
5
LWA
LifeGoal Wealth Advisors
New York
-$648K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
126
Continental Investors Services
Washington
$495K -$10.7K -318 -2%
FHC
127
First Heartland Consultants
Missouri
$476K +$476K +14,141 New
SEIA
128
Signature Estate & Investment Advisors
California
$465K +$8.17K +243 +2%
GVAG
129
Great Valley Advisor Group
Delaware
$462K +$168K +4,986 +57%
PFS
130
Prospera Financial Services
Texas
$460K +$172K +5,104 +59%
IAIM
131
International Assets Investment Management
Florida
$452K +$2.19K +65 +0.5%
BFG
132
Berger Financial Group
Minnesota
$429K +$133K +3,950 +45%
LWM
133
Lodestone Wealth Management
Washington
$428K +$83.9K +2,494 +24%
CA
134
Continuum Advisory
Idaho
$427K +$20.9K +622 +5%
OP
135
ORG Partners
Indiana
$421K +$380K +11,255 +914%
PTC
136
Private Trust Company
Ohio
$408K – – –
WIM
137
Westside Investment Management
California
$399K +$310K +9,225 +351%
SFS
138
Security Financial Services
Indiana
$397K +$397K +11,804 New
IA
139
IFP Advisors
Florida
$378K +$182K +5,410 +93%
First Trust Advisors
140
First Trust Advisors
Illinois
$372K +$372K +11,060 New
IWM
141
IHT Wealth Management
Illinois
$362K +$362K +10,777 New
TWM
142
Trinity Wealth Management
Pennsylvania
$353K +$353K +10,484 New
TAM
143
Titleist Asset Management
Texas
$351K +$9.01K +268 +3%
VC
144
Vicus Capital
Pennsylvania
$347K +$347K +10,327 New
SCA
145
Snowden Capital Advisors
New York
$311K +$311K +9,192 New
GWA
146
Gutierrez Wealth Advisory
Arkansas
$309K +$309K +9,197 New
SI
147
Stephens Inc
Arkansas
$298K +$298K +8,875 New
HA
148
Herold Advisors
New York
$294K +$294K +8,752 New
LWA
149
Lantern Wealth Advisors
New York
$294K +$294K +8,752 New
MCA
150
MSH Capital Advisors
Arizona
$286K +$286K +8,511 New
4 5
6
7 8