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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
OIA
151
OneDigital Investment Advisors
Kansas
$666K +$658K +18,694 New
RAS
152
RPS Advisory Solutions
Kentucky
$660K +$146K +4,161 +29%
SIM
153
Synergy Investment Management
Florida
$655K +$137K +3,885 +27%
CIS
154
Continental Investors Services
Washington
$649K -$63.5K -1,805 -9%
SWMG
155
Signature Wealth Management Group
Georgia
$644K
SFS
156
Sowell Financial Services
Arkansas
$639K -$1.04M -29,579 -62%
SGI
157
Summit Global Investments
Utah
$611K +$46.8K +1,331 +8%
GS
158
GWN Securities
Florida
$603K +$206K +5,868 +53%
IAS
159
Insigneo Advisory Services
Florida
$580K +$3.52K +100 +0.6%
WIM
160
Westside Investment Management
California
$571K +$880 +25 +0.2%
GWA
161
Gutierrez Wealth Advisory
Arkansas
$568K +$143K +4,058 +34%
CA
162
Continuum Advisory
Idaho
$567K +$50.7K +1,440 +10%
LWM
163
Lodestone Wealth Management
Washington
$551K +$11.5K +327 +2%
IAIM
164
International Assets Investment Management
Florida
$542K +$62.4K +1,773 +13%
IWM
165
IHT Wealth Management
Illinois
$542K +$153K +4,355 +40%
MEAC
166
M.E. Allison & Co
Texas
$538K +$70 +2 +0%
AIM
167
Advyzon Investment Management
Illinois
$535K +$528K +15,012 New
VW
168
Vantus Wealth
Pennsylvania
$534K +$528K +14,993 New
EWA
169
Exencial Wealth Advisors
Oklahoma
$529K +$522K +14,844 New
PFA
170
Perryman Financial Advisory
Texas
$529K +$522K +14,838 New
CFG
171
Compton Financial Group
Maryland
$516K +$509K +14,467 New
LWA
172
Lantern Wealth Advisors
New York
$511K +$55.1K +1,567 +12%
FC
173
Financial Council
Maryland
$507K +$500K +14,217 New
TFA
174
Transamerica Financial Advisors
Florida
$500K +$122K +3,470 +33%
SEIA
175
Signature Estate & Investment Advisors
California
$491K +$10.8K +307 +2%

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.