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Capital Group Dividend Growers ETF

250 hedge funds and large institutions have $3.35B invested in Capital Group Dividend Growers ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

564% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 25

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$563M)

17% more funds holding

Funds holding: 214250 (+36)

0.52% more ownership

Funds ownership: 83.94%84.46% (+0.52%)

Holders
250
Holders Change
+36
Holders Change %
+16.82%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.13%
New
43
Increased
166
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
126
Capital Investment Management
Missouri
$1.08M +$1.07M +30,319 New
SPC
127
Sigma Planning Corp
Michigan
$1.08M +$23.2K +658 +2%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$621K +17,646 +141%
SW
129
Simplicity Wealth
New Jersey
$1.06M -$19.9K -566 -2%
DAS
130
Dynamic Advisor Solutions
Arizona
$1.06M -$687K -19,538 -40%
AF
131
Allworth Financial
California
$1.05M +$400K +11,380 +63%
AIFS
132
A&I Financial Services
Colorado
$1.05M +$33.5K +951 +3%
Renaissance Technologies
133
Renaissance Technologies
New York
$1.05M +$556K +15,800 +116%
HAG
134
HighPoint Advisor Group
Illinois
$1.02M +$1.01M +28,568 New
SA
135
Sanctuary Advisors
Indiana
$985K +$97K +2,756 +11%
PFS
136
Prospera Financial Services
Texas
$941K +$291K +8,273 +46%
AGP
137
Aspire Growth Partners
Florida
$940K +$7.49K +213 +0.8%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$921K +$582K +16,549 +178%
GVAG
139
Great Valley Advisor Group
Delaware
$894K +$175K +4,973 +25%
OP
140
ORG Partners
Indiana
$855K +$229K +6,505 +37%
VC
141
Vicus Capital
Pennsylvania
$819K +$169K +4,812 +27%
SFS
142
Security Financial Services
Indiana
$804K +$61.2K +1,740 +8%
AQR Capital Management
143
AQR Capital Management
Connecticut
$798K +$182K +5,175 +30%
LI
144
LRI Investments
Florida
$784K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$779K +$621K +17,653 +421%
PAS
146
Parsonex Advisory Services
Colorado
$776K +$464K +13,191 +154%
APA
147
Astoria Portfolio Advisors
New York
$737K +$690K +19,599 New
LC
148
Lincoln Capital
Nebraska
$729K +$121K +3,426 +20%
AFP
149
Ausdal Financial Partners
Iowa
$692K +$320K +9,106 +88%
BHFP
150
Blom & Howell Financial Planning
California
$690K +$681K +19,361 New

CGDG Hedge Fund Activity: Q4 2025 in Review

250 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2025, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 5 closed out — a net gain of 38 holders — while 166 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 250 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2025, up from 214 in Q3 2025.
  • Funds reported $3.35B of Capital Group Dividend Growers ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2025 and 5 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2025 was LPL Financial, an estimated $67.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2025 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2025.