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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
CAL
176
Capital Analysts LLC
Pennsylvania
$54K +$222 +7 +0.4%
AI
177
Arvest Investments
Arkansas
$44.7K
AF
178
Advisornet Financial
Minnesota
$44.2K +$34.6K +1,088 +484%
SN
179
Sittner & Nelson
Oregon
$34K +$32.1K +1,010 New
AAP
180
Arax Advisory Partners
Colorado
$25.7K +$3.91K +123 +19%
FHA
181
First Horizon Advisors
Tennessee
$25.2K +$4.16K +131 +21%
MWA
182
Medallion Wealth Advisors
Connecticut
$23.7K +$7.94K +250 +55%
CI
183
CX Institutional
Indiana
$21K +$8.86K +279 +82%
SWM
184
Spire Wealth Management
Virginia
$9.07K +$32 +1 +0.4%
MAS
185
MPWM Advisory Solutions
Georgia
$8.81K +$8.32K +262 New
Russell Investments Group
186
Russell Investments Group
United Kingdom
$2.62K +$2.48K +78 New
RF
187
Rossby Financial
Florida
$2.05K +$1.94K +61 New
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$135
SIM
189
Synergy Investment Management
Florida
-$403K -13,050 Closed
AI
190
Atria Investments
North Carolina
-$238K -7,687 Closed
SFGP
191
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$61K -1,974 Closed
CAWM
192
Capital A Wealth Management
Pennsylvania
-$27.5K -889 Closed
CWM
193
CarsonAllaria Wealth Management
Illinois
-$17.1K -552 Closed
CA
194
CoreCap Advisors
Michigan
-$4.51K -146 Closed
AG
195
AmeriFlex Group
Nevada
-$1.39K -45 Closed
CCM
196
Coldstream Capital Management
Washington
-$1.24K -40 Closed
AAG
197
Armstrong Advisory Group
Massachusetts
-$1.04K -35 Closed
PMFA
198
Plante Moran Financial Advisors
Michigan
-$989 -32 Closed
NECFA
199
New England Capital Financial Advisors
Connecticut
-$520 -17 Closed

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.