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Capital Group Dividend Growers ETF

214 hedge funds and large institutions have $2.79B invested in Capital Group Dividend Growers ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

400% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 28

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.17B → $2.79B (+$619M)

14% more funds holding

Funds holding: 188214 (+26)

0.51% less ownership

Funds ownership: 84.45%83.94% (-0.51%)

Holders
214
Holders Change
+26
Holders Change %
+13.83%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
33
Increased
140
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
176
Sard Wealth Management Group
Georgia
$274K +$269K +7,896 New
Creative Planning
177
Creative Planning
Kansas
$272K +$267K +7,836 New
NWMG
178
National Wealth Management Group
Ohio
$271K +$267K +7,829 New
BWP
179
Balboa Wealth Partners
Arizona
$270K +$24.1K +707 +10%
CAM
180
Concorde Asset Management
Michigan
$266K +$260K +7,649 New
HTWM
181
Hartmann Taylor Wealth Management
Texas
$243K
AI
182
Atria Investments
North Carolina
$217K +$213K +6,266 New
TAM
183
TCP Asset Management
Ohio
$209K
SFG
184
Synergy Financial Group
California
$204K +$200K +5,885 New
VWA
185
Visionary Wealth Advisors
Illinois
$202K +$198K +5,819 New
EWA
186
EverSource Wealth Advisors
Alabama
$195K +$192K +5,636 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$189K -$39.1K -1,147 -17%
CFD
188
Creative Financial Designs
Indiana
$180K -$21.3K -626 -11%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$145K +$143K +4,193 New
JP Morgan Chase
190
JP Morgan Chase
New York
$144K +$56K +1,645 +65%
LFG
191
Larson Financial Group
Missouri
$126K
VWWMG
192
Vermillion & White Wealth Management Group
Pennsylvania
$123K -$1.46K -43 -1%
NS
193
NBC Securities
Alabama
$122K +$38.8K +1,139 +48%
SS
194
Sunbelt Securities
Texas
$79.7K
SIS
195
Strategic Investment Solutions
Illinois
$77.5K +$20.1K +590 +36%
CAL
196
Capital Analysts LLC
Pennsylvania
$56K +$375 +11 +0.7%
ASN
197
Advisory Services Network
Georgia
$51K -$728K -21,377 -94%
AA
198
Ancora Advisors
Ohio
$48.3K +$47.5K +1,394 New
AI
199
Arvest Investments
Arkansas
$46.1K
AF
200
Advisornet Financial
Minnesota
$45.5K

CGDG Hedge Fund Activity: Q3 2025 in Review

214 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2025, worth a combined $2.79B — up 29% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGDG positions and 4 closed out — a net gain of 29 holders — while 140 added to existing stakes and 28 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $87.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $23.4M sold.

  • 214 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2025, up from 188 in Q2 2025.
  • Funds reported $2.79B of Capital Group Dividend Growers ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 33 funds opened new Capital Group Dividend Growers ETF positions in Q3 2025 and 4 closed out, a net change of +29 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2025 was Advance Capital Management, an estimated $87.8M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2025 was Susquehanna International Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2025.