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Capital Group Dividend Growers ETF
CGDG

264 hedge funds and large institutions have $3.73B invested in Capital Group Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 41

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $3.35B → $3.73B (+$385M)

6% more funds holding

Funds holding: 250 → 264 (+14)

2.43% less ownership

Funds ownership: 84.46% → 82.03% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
264
Holders Change
+14
Holders Change %
+5.6%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
37
Increased
164
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.7M
2
Wells Fargo
Wells Fargo
California
+$60.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.1M
4
VA
Valmark Advisers
Ohio
+$49.5M
5
Morgan Stanley
Morgan Stanley
New York
+$44.5M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$189M
2
FCM
Fourpath Capital Management
Oklahoma
-$27.2M
3
CSP
Cary Street Partners
Virginia
-$9.7M
4
CIA
Concurrent Investment Advisors
Florida
-$7.73M
5
RA
RFG Advisory
Alabama
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
151
Lincoln Capital
Nebraska
$804K +$73.4K +2,005 +10%
GS
152
GWN Securities
Florida
$804K +$200K +5,464 +32%
SEIA
153
Signature Estate & Investment Advisors
California
$790K +$301K +8,209 +60%
FFA
154
Farther Finance Advisors
California
$788K -$397K -10,840 -33%
DWM
155
Diversify Wealth Management
Utah
$751K +$748K +20,423 New
MEAC
156
M.E. Allison & Co
Texas
$750K +$213K +5,820 +39%
CAL
157
Capital Analysts LLC
Pennsylvania
$739K +$468K +12,774 +163%
FC
158
Financial Council
Maryland
$731K +$225K +6,133 +43%
WIM
159
Westside Investment Management
California
$693K +$120K +3,265 +20%
GWA
160
Gutierrez Wealth Advisory
Arkansas
$684K +$115K +3,130 +20%
AI
161
Atria Investments
North Carolina
$679K +$440K +12,027 +174%
JCA
162
January Capital Advisors
California
$672K +$686K +18,728 New
PTC
163
Private Trust Company
Ohio
$671K +$195K +5,328 +40%
EWA
164
Exencial Wealth Advisors
Oklahoma
$664K +$133K +3,645 +25%
JIG
165
Junk Investment Group
Maryland
$662K +$676K +18,454 New
SIM
166
Synergy Investment Management
Florida
$660K – – –
MFIM
167
Mesirow Financial Investment Management
Illinois
$650K +$293K +7,988 +79%
EWS
168
Evergreen Wealth Solutions
Pennsylvania
$649K +$662K +18,086 New
OIA
169
OneDigital Investment Advisors
Kansas
$646K -$25.2K -688 -4%
SFS
170
Sowell Financial Services
Arkansas
$641K -$2.93K -80 -0.4%
VA
171
VestGen Advisors
Illinois
$635K -$979K -26,745 -61%
RAS
172
RPS Advisory Solutions
Kentucky
$627K -$38.2K -1,044 -6%
SGI
173
Summit Global Investments
Utah
$627K +$11.6K +317 +2%
SWMG
174
Signature Wealth Management Group
Georgia
$624K -$25.2K -688 -4%
SCA
175
Snowden Capital Advisors
New York
$590K +$172K +4,693 +40%
5 6
7
8 9

CGDG Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2026, worth a combined $3.73B — up 12% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 17 closed out — a net gain of 20 holders — while 164 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.7M. The largest seller was Advance Capital Management, cutting an estimated $189M.

  • 264 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2026, up from 250 in Q4 2025.
  • Funds reported $3.73B of Capital Group Dividend Growers ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2026 was LPL Financial, an estimated $63.7M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2026 was Advance Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2026.