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Capital Group Dividend Growers ETF

158 hedge funds and large institutions have $1.5B invested in Capital Group Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 10

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more funds holding

Funds holding: 133158 (+25)

1.3% less ownership

Funds ownership: 85.2%83.9% (-1.3%)

25% less capital invested

Capital invested by funds: $1.99B → $1.5B (-$489M)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
94
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
151
Wells Fargo
California
$5.03K
CA
152
CoreCap Advisors
Michigan
$4.51K +$1.45K +47 +47%
HNB
153
Huntington National Bank
Ohio
$3.52K
AG
154
AmeriFlex Group
Nevada
$1.39K
CCM
155
Coldstream Capital Management
Washington
$1.24K +$1.23K +40 New
AAG
156
Armstrong Advisory Group
Massachusetts
$1.04K
PMFA
157
Plante Moran Financial Advisors
Michigan
$989 +$985 +32 New
NECFA
158
New England Capital Financial Advisors
Connecticut
$520
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$124 +$123 +4 New
OMC
160
Old Mission Capital
Illinois
-$2.46M -82,910 Closed
CFGS
161
Concourse Financial Group Securities
Alabama
-$1.28M -42,057 Closed
PIA
162
Perennial Investment Advisors
California
-$849K -28,635 Closed
IAA
163
Independent Advisor Alliance
North Carolina
-$484K -16,341 Closed
SB
164
Strategic Blueprint
Georgia
-$275K -9,272 Closed
BWG
165
Beta Wealth Group
California
-$236K -7,970 Closed
NCFG
166
New Century Financial Group
New Jersey
-$205K -6,915 Closed
OC
167
Oarsman Capital
Wisconsin
-$21.4K -720 Closed
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
-$16.3K -551 Closed
KIM
169
Kestra Investment Management
Texas
-$1.37K -46 Closed
Fidelity Investments
170
Fidelity Investments
Massachusetts
-$59 -2 Closed

CGDG Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2025, worth a combined $1.5B — down 25% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 11 closed out — a net gain of 26 holders — while 94 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.5M. The largest seller was Capital International Investors, cutting an estimated $9.29M.

  • 158 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $1.5B of Capital Group Dividend Growers ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2025 was LPL Financial, an estimated $40.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2025 was Capital International Investors, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2025.