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Capital Group Dividend Growers ETF
CGDG

264 hedge funds and large institutions have $3.73B invested in Capital Group Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 41

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $3.35B → $3.73B (+$385M)

6% more funds holding

Funds holding: 250 → 264 (+14)

2.43% less ownership

Funds ownership: 84.46% → 82.03% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
264
Holders Change
+14
Holders Change %
+5.6%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
37
Increased
164
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.7M
2
Wells Fargo
Wells Fargo
California
+$60.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.1M
4
VA
Valmark Advisers
Ohio
+$49.5M
5
Morgan Stanley
Morgan Stanley
New York
+$44.5M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$189M
2
FCM
Fourpath Capital Management
Oklahoma
-$27.2M
3
CSP
Cary Street Partners
Virginia
-$9.7M
4
CIA
Concurrent Investment Advisors
Florida
-$7.73M
5
RA
RFG Advisory
Alabama
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
201
Beacon Financial Advisory
Ohio
$374K +$381K +10,408 New
MCA
202
MSH Capital Advisors
Arizona
$370K -$37 -1 -0%
SCM
203
Saxony Capital Management
Missouri
$368K +$376K +10,257 New
SIAS
204
Summit Investment Advisory Services
Minnesota
$352K +$71.9K +1,963 +25%
BWP
205
Balboa Wealth Partners
Arizona
$350K +$75.3K +2,056 +27%
CA
206
Carson Advisory
Georgia
$330K +$337K +9,191 New
PCS
207
Private Client Services
Kentucky
$328K +$334K +9,130 New
AG
208
AmeriFlex Group
Nevada
$315K +$283K +7,726 +744%
AG
209
Ascent Group
Virginia
$300K -$3.81K -104 -1%
BDFN
210
Bond & Devick Financial Network
Minnesota
$299K -$6.55K -179 -2%
RMP
211
Richards, Merrill & Peterson
Washington
$294K +$300K +8,200 New
AAP
212
Arax Advisory Partners
Colorado
$288K +$186K +5,068 +172%
WF
213
Whelan Financial
California
$287K – – –
LHEI
214
Leo H. Evart Inc
California
$281K +$287K +7,834 New
GS
215
GTS Securities
New York
$269K -$24.6K -673 -8%
ACA
216
Ascension Capital Advisors
Texas
$264K -$14.7K -401 -5%
SB
217
Strategic Blueprint
Georgia
$259K – – –
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$257K -$73.7K -2,014 -22%
HCA
219
Harpswell Capital Advisors
Maine
$251K – – –
VT
220
Vise Technologies
New York
$249K – – –
FDW
221
Fourth Dimension Wealth
Ohio
$245K -$879 -24 -0.4%
SFS
222
Sunrise Financial Services
Washington
$243K +$248K +6,773 New
CWM
223
Cornerstone Wealth Management
Missouri
$241K +$11.9K +325 +5%
XT
224
XTX Topco
Cayman Islands
$234K +$239K +6,522 New
KA
225
Kovack Advisors
Florida
$222K +$20.5K +559 +10%
7 8
9
10 11

CGDG Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2026, worth a combined $3.73B — up 12% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 17 closed out — a net gain of 20 holders — while 164 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.7M. The largest seller was Advance Capital Management, cutting an estimated $189M.

  • 264 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2026, up from 250 in Q4 2025.
  • Funds reported $3.73B of Capital Group Dividend Growers ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2026 was LPL Financial, an estimated $63.7M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2026 was Advance Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2026.