We are live on ! Find out more
CGDG icon

Capital Group Dividend Growers ETF

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: 45 (+1)

19% more funds holding

Funds holding: 158188 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HA
151
Herold Advisors
New York
$294K +$278K +8,752 New
LWA
152
Lantern Wealth Advisors
New York
$294K +$278K +8,752 New
MCA
153
MSH Capital Advisors
Arizona
$286K +$270K +8,511 New
PAS
154
Parsonex Advisory Services
Colorado
$280K +$264K +8,317 New
BDFN
155
Bond & Devick Financial Network
Minnesota
$277K
SGI
156
Summit Global Investments
Utah
$276K +$260K +8,194 New
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$269K +$254K +7,993 New
BFS
158
Bare Financial Services
Pennsylvania
$256K +$241K +7,598 New
BWP
159
Balboa Wealth Partners
Arizona
$239K +$225K +7,095 New
DC
160
Davenport & Co
Virginia
$237K +$224K +7,043 New
HTWM
161
Hartmann Taylor Wealth Management
Texas
$235K +$222K +7,000 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$222K +$37.3K +1,174 +22%
GS
163
GWN Securities
Florida
$216K -$431K -13,559 -68%
CF
164
Centaurus Financial
California
$213K +$20.4K +642 +11%
TAM
165
TCP Asset Management
Ohio
$203K +$191K +6,026 New
AF
166
Allworth Financial
California
$197K +$139K +4,374 +296%
CFD
167
Creative Financial Designs
Indiana
$196K +$3.72K +117 +2%
FFA
168
Farther Finance Advisors
California
$138K +$130K +4,100 New
LFG
169
Larson Financial Group
Missouri
$123K
VWWMG
170
Vermillion & White Wealth Management Group
Pennsylvania
$121K +$3.27K +103 +3%
GRP
171
Global Retirement Partners
California
$94.3K +$89.1K +2,805 New
JP Morgan Chase
172
JP Morgan Chase
New York
$84.8K -$270K -8,509 -77%
NS
173
NBC Securities
Alabama
$79K +$57.2K +1,802 +318%
SS
174
Sunbelt Securities
Texas
$68.2K
SIS
175
Strategic Investment Solutions
Illinois
$55.4K +$5.08K +160 +11%

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.