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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
PTC
176
Private Trust Company
Ohio
$476K +$42.9K +1,220 +10%
IA
177
IFP Advisors
Florida
$468K +$82.2K +2,335 +22%
BFG
178
Berger Financial Group
Minnesota
$462K +$5.77K +164 +1%
TWM
179
Trinity Wealth Management
Pennsylvania
$426K +$20.7K +589 +5%
SCA
180
Snowden Capital Advisors
New York
$417K +$17.3K +493 +4%
HIM
181
Hanlon Investment Management
New Jersey
$394K -$176 -5 -0%
TAM
182
Titleist Asset Management
Texas
$393K +$17.4K +495 +5%
MCA
183
MSH Capital Advisors
Arizona
$367K +$26.3K +748 +8%
First Trust Advisors
184
First Trust Advisors
Illinois
$362K +$358K +10,167 New
MFIM
185
Mesirow Financial Investment Management
Illinois
$361K -$276K -7,855 -44%
SWGC
186
Summit Wealth Group (Colorado)
Colorado
$358K +$354K +10,051 New
IF
187
Intrua Financial
Texas
$345K +$341K +9,681 New
DAS
188
Diversify Advisory Services
Utah
$341K +$327K +9,281 New
FHC
189
First Heartland Consultants
Missouri
$333K -$274K -7,779 -45%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$327K -$128K -3,646 -28%
PWM
191
Perigon Wealth Management
California
$322K +$318K +9,047 New
IA
192
IFG Advisory
Georgia
$307K +$303K +8,618 New
D.E. Shaw & Co
193
D.E. Shaw & Co
New York
$305K -$435K -12,370 -59%
BDFN
194
Bond & Devick Financial Network
Minnesota
$304K +$9.99K +284 +3%
VWA
195
Visionary Wealth Advisors
Illinois
$302K +$93.3K +2,653 +46%
AG
196
Ascent Group
Virginia
$302K +$2.15K +61 +0.7%
GS
197
GTS Securities
New York
$291K -$40.4K -1,147 -12%
Creative Planning
198
Creative Planning
Kansas
$289K +$9.54K +271 +3%
WF
199
Whelan Financial
California
$285K +$281K +8,000 New
CAM
200
Concorde Asset Management
Michigan
$283K +$10.4K +295 +4%

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.