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Capital Group Dividend Growers ETF

35 hedge funds and large institutions have $121M invested in Capital Group Dividend Growers ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more funds holding

Funds holding: 435 (+31)

241% more capital invested

Capital invested by funds: $35.4M → $121M (+$85.1M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

63.78% less ownership

Funds ownership: 142.47%78.69% (-64%)

Holders
35
Holders Change
+31
Holders Change %
+775%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$36.8M +$34.7M +1,356,566 New
CWS
2
Confluence Wealth Services
Pennsylvania
$17M +$16M +624,119 New
Capital International Investors
3
Capital International Investors
California
$15.1M -$11M -429,000 -44%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.1M +$11.4M +446,868 New
VA
5
Valmark Advisers
Ohio
$7.64M +$7.2M +281,334 New
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$6.6M +$199K +7,790 +3%
Stifel Financial
7
Stifel Financial
Missouri
$4.34M +$4.09M +159,729 New
RIL
8
Rothschild Investment LLC
Illinois
$2.44M +$2.3M +89,775 New
Jane Street
9
Jane Street
New York
$2.24M +$2.11M +82,595 New
Osaic Holdings
10
Osaic Holdings
Arizona
$2.22M +$2.09M +81,744 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.88M +$1.77M +69,212 New
OMC
12
Old Mission Capital
Illinois
$1.8M +$1.26M +49,175 +289%
AssetMark Inc
13
AssetMark Inc
California
$1.35M +$1.28M +49,864 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.13M +$1.06M +41,613 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1M +$946K +36,980 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$976K +$919K +35,917 New
PWA
17
Pillar Wealth Advisors
Pennsylvania
$889K +$837K +32,719 New
MML Investors Services
18
MML Investors Services
Massachusetts
$767K +$723K +28,240 New
SFG
19
Seamount Financial Group
Colorado
$763K +$719K +28,090 New
FTUS
20
Flow Traders U.S.
New York
$526K +$496K +19,379 New
Citadel Advisors
21
Citadel Advisors
Florida
$507K +$478K +18,681 New
KAS
22
Kestra Advisory Services
Texas
$404K +$381K +14,890 New
USCWA
23
U.S. Capital Wealth Advisors
Texas
$363K +$342K +13,378 New
WIA
24
World Investment Advisors
California
$322K +$303K +11,853 New
MFA
25
Mayflower Financial Advisors
Massachusetts
$315K +$296K +11,585 New

CGDG Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2023, worth a combined $121M — up 241% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGDG positions and 0 closed out — a net gain of 32 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Capital Group Private Client Services, opening a new position worth an estimated $34.7M. The largest seller was Capital International Investors, cutting an estimated $11M.

  • 35 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2023, up from 4 in Q3 2023.
  • Funds reported $121M of Capital Group Dividend Growers ETF stock for Q4 2023, up 241% quarter-over-quarter.
  • 32 funds opened new Capital Group Dividend Growers ETF positions in Q4 2023 and 0 closed out, a net change of +32 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $34.7M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2023 was Capital International Investors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2023.