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Capital Group Dividend Growers ETF
CGDG

214 hedge funds and large institutions have $2.79B invested in Capital Group Dividend Growers ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

400% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 28

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $2.17B → $2.79B (+$619M)

14% more funds holding

Funds holding: 188 → 214 (+26)

0.51% less ownership

Funds ownership: 84.45% → 83.94% (-0.51%)

Holders
214
Holders Change
+26
Holders Change %
+13.83%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
33
Increased
140
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
+$87.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$74.7M
3
LPL Financial
LPL Financial
California
+$73.4M
4
Morgan Stanley
Morgan Stanley
New York
+$62.8M
5
Wells Fargo
Wells Fargo
California
+$33.2M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.4M
2
Jane Street
Jane Street
New York
-$11.3M
3
Capital International Investors
Capital International Investors
California
-$8.02M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$7.15M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
126
ORG Partners
Indiana
$679K +$171K +5,009 +40%
JWCA
127
J.W. Cole Advisors
Florida
$668K +$111K +3,256 +20%
AF
128
Allworth Financial
California
$629K +$419K +12,305 +210%
VC
129
Vicus Capital
Pennsylvania
$629K +$267K +7,831 +76%
PFS
130
Prospera Financial Services
Texas
$628K +$151K +4,433 +32%
SWMG
131
Signature Wealth Management Group
Georgia
$626K +$45.4K +1,334 +8%
MFIM
132
Mesirow Financial Investment Management
Illinois
$623K +$3.23K +95 +0.5%
SB
133
Strategic Blueprint
Georgia
$604K -$27.5K -808 -4%
AQR Capital Management
134
AQR Capital Management
Connecticut
$597K +$586K +17,220 New
LC
135
Lincoln Capital
Nebraska
$595K +$57.3K +1,684 +11%
FHC
136
First Heartland Consultants
Missouri
$594K +$102K +2,990 +21%
IAS
137
Insigneo Advisory Services
Florida
$561K +$8.51K +250 +2%
WIM
138
Westside Investment Management
California
$554K +$141K +4,150 +35%
SGI
139
Summit Global Investments
Utah
$548K +$259K +7,610 +93%
LWM
140
Lodestone Wealth Management
Washington
$524K +$81.3K +2,389 +19%
MEAC
141
M.E. Allison & Co
Texas
$523K -$89.3K -2,623 -15%
GWM
142
Geneos Wealth Management
Colorado
$510K -$569K -16,718 -53%
SIM
143
Synergy Investment Management
Florida
$502K +$494K +14,500 New
CA
144
Continuum Advisory
Idaho
$501K +$60.3K +1,770 +14%
RAS
145
RPS Advisory Solutions
Kentucky
$497K +$489K +14,353 New
Renaissance Technologies
146
Renaissance Technologies
New York
$471K +$463K +13,600 New
BFS
147
Bare Financial Services
Pennsylvania
$468K +$201K +5,902 +78%
SEIA
148
Signature Estate & Investment Advisors
California
$467K -$12.1K -355 -3%
IAIM
149
International Assets Investment Management
Florida
$453K – – –
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$444K +$164K +4,819 +60%
4 5
6
7 8

CGDG Hedge Fund Activity: Q3 2025 in Review

214 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2025, worth a combined $2.79B — up 29% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGDG positions and 4 closed out — a net gain of 29 holders — while 140 added to existing stakes and 28 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $87.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $23.4M sold.

  • 214 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2025, up from 188 in Q2 2025.
  • Funds reported $2.79B of Capital Group Dividend Growers ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 33 funds opened new Capital Group Dividend Growers ETF positions in Q3 2025 and 4 closed out, a net change of +29 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2025 was Advance Capital Management, an estimated $87.8M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2025 was Susquehanna International Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2025.