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Capital Group Dividend Growers ETF
CGDG

188 hedge funds and large institutions have $2.17B invested in Capital Group Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 15

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

44% more capital invested

Capital invested by funds: $1.5B → $2.17B (+$666M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

19% more funds holding

Funds holding: 158 → 188 (+30)

0.54% more ownership

Funds ownership: 83.9% → 84.45% (+0.54%)

Holders
188
Holders Change
+30
Holders Change %
+18.99%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
122
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$89.9M
2
ACM
Advance Capital Management
Michigan
+$84.8M
3
CGPCS
Capital Group Private Client Services
California
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.2M
5
Raymond James Financial
Raymond James Financial
Florida
+$26.7M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$2.12M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.12M
3
AAS
Ameritas Advisory Services
Nebraska
-$1.03M
4
LWA
LifeGoal Wealth Advisors
New York
-$612K
5
WS
Wedbush Securities
California
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
126
Insigneo Advisory Services
Florida
$536K – – –
LC
127
Lincoln Capital
Nebraska
$516K +$32.6K +1,026 +7%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$507K +$479K +15,063 New
CIS
129
Continental Investors Services
Washington
$495K -$10.1K -318 -2%
FHC
130
First Heartland Consultants
Missouri
$476K +$449K +14,141 New
SEIA
131
Signature Estate & Investment Advisors
California
$465K +$7.72K +243 +2%
GVAG
132
Great Valley Advisor Group
Delaware
$462K +$158K +4,986 +57%
PFS
133
Prospera Financial Services
Texas
$460K +$162K +5,104 +59%
IAIM
134
International Assets Investment Management
Florida
$452K +$2.06K +65 +0.5%
BFG
135
Berger Financial Group
Minnesota
$429K +$125K +3,950 +45%
LWM
136
Lodestone Wealth Management
Washington
$428K +$79.2K +2,494 +24%
CA
137
Continuum Advisory
Idaho
$427K +$19.8K +622 +5%
OP
138
ORG Partners
Indiana
$421K +$358K +11,255 +914%
PTC
139
Private Trust Company
Ohio
$408K – – –
WIM
140
Westside Investment Management
California
$399K +$293K +9,225 +351%
SFS
141
Security Financial Services
Indiana
$397K +$375K +11,804 New
IA
142
IFP Advisors
Florida
$378K +$172K +5,410 +93%
First Trust Advisors
143
First Trust Advisors
Illinois
$372K +$351K +11,060 New
IWM
144
IHT Wealth Management
Illinois
$362K +$342K +10,777 New
TWM
145
Trinity Wealth Management
Pennsylvania
$353K +$333K +10,484 New
TAM
146
Titleist Asset Management
Texas
$351K +$8.51K +268 +3%
VC
147
Vicus Capital
Pennsylvania
$347K +$328K +10,327 New
SCA
148
Snowden Capital Advisors
New York
$311K +$292K +9,192 New
GWA
149
Gutierrez Wealth Advisory
Arkansas
$309K +$292K +9,197 New
SI
150
Stephens Inc
Arkansas
$298K +$282K +8,875 New
4 5
6
7 8

CGDG Hedge Fund Activity: Q2 2025 in Review

188 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q2 2025, worth a combined $2.17B — up 44% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 11 closed out — a net gain of 32 holders — while 122 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $89.9M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.12M.

  • 188 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q2 2025, up from 158 in Q1 2025.
  • Funds reported $2.17B of Capital Group Dividend Growers ETF stock for Q2 2025, up 44% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q2 2025 and 11 closed out, a net change of +32 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q2 2025 was LPL Financial, an estimated $89.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.