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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
SWMG
201
Sard Wealth Management Group
Georgia
$281K
SIAS
202
Summit Investment Advisory Services
Minnesota
$279K +$276K +7,839 New
CAL
203
Capital Analysts LLC
Pennsylvania
$279K +$218K +6,205 +381%
ACA
204
Ascension Capital Advisors
Texas
$276K +$273K +7,751 New
BWP
205
Balboa Wealth Partners
Arizona
$274K -$4.08K -116 -1%
RIA
206
Regal Investment Advisors
Michigan
$270K +$267K +7,587 New
SB
207
Strategic Blueprint
Georgia
$258K -$359K -10,196 -59%
HCA
208
Harpswell Capital Advisors
Maine
$249K -$113K -3,200 -31%
VT
209
Vise Technologies
New York
$249K +$246K +7,000 New
AI
210
Atria Investments
North Carolina
$246K +$22.2K +630 +10%
FDW
211
Fourth Dimension Wealth
Ohio
$244K +$241K +6,844 New
CWM
212
Cornerstone Wealth Management
Missouri
$228K +$225K +6,395 New
VWM
213
Vigil Wealth Management
Florida
$219K +$216K +6,131 New
TAM
214
TCP Asset Management
Ohio
$215K
SWM
215
Silverlake Wealth Management
Vermont
$213K +$210K +5,972 New
MOS
216
MGO One Seven
Ohio
$211K +$208K +5,914 New
CFD
217
Creative Financial Designs
Indiana
$211K +$25.2K +715 +14%
SFG
218
Synergy Financial Group
California
$210K
KA
219
Kovack Advisors
Florida
$200K +$197K +5,612 New
JP Morgan Chase
220
JP Morgan Chase
New York
$200K +$50.6K +1,437 +34%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$189K -$5.77K -164 -3%
EWA
222
EverSource Wealth Advisors
Alabama
$151K -$49.3K -1,400 -25%
VWWMG
223
Vermillion & White Wealth Management Group
Pennsylvania
$131K +$4.4K +125 +4%
LFG
224
Larson Financial Group
Missouri
$130K
RFP
225
Root Financial Partners
California
$125K +$123K +3,500 New

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.