We are live on ! Find out more
CGDG icon

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
MWA
201
Medallion Wealth Advisors
Connecticut
$41K +$16.4K +482 +69%
SN
202
Sittner & Nelson
Oregon
$35K
AG
203
AmeriFlex Group
Nevada
$32.8K +$32.2K +946 New
FGAM
204
Financial Gravity Asset Management
Texas
$30.7K +$30.1K +885 New
TCOV
205
Trust Company of Vermont
Vermont
$30.1K +$29.6K +870 New
CI
206
CX Institutional
Indiana
$27K +$5.38K +158 +26%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$24.1K +$23.7K +696 New
Bank of America
208
Bank of America
North Carolina
$13K +$12.7K +374 New
AAP
209
Arax Advisory Partners
Colorado
$10K -$16.1K -473 -62%
SWM
210
Spire Wealth Management
Virginia
$9.41K +$34 +1 +0.4%
MAS
211
MPWM Advisory Solutions
Georgia
$9.08K
HHGA
212
Halbert Hargrove Global Advisors
California
$8.91K +$8.75K +257 New
RF
213
Rossby Financial
Florida
$4.36K +$2.18K +64 +105%
Russell Investments Group
214
Russell Investments Group
United Kingdom
$2.7K
HNB
215
Huntington National Bank
Ohio
$2.32K
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
-$23.4M -695,783 Closed
First Trust Advisors
217
First Trust Advisors
Illinois
-$372K -11,060 Closed
HA
218
Herold Advisors
New York
-$294K -8,752 Closed
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
-$135 -4 Closed

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.