Capital Group Dividend Growers ETF
CGDG
69 hedge funds and large institutions have $292M invested in Capital Group Dividend Growers ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 5 reducing their positions, and 2 closing their positions.
950% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 2
700% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 5
51% more capital invested
Capital invested by funds: $193M → $292M (+$99.2M)
30% more funds holding
Funds holding: 53 → 69 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.6% less ownership
Funds ownership: 78.61% → 77.01% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.1M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.31M |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$5.37M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.09M |
| 2 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
-$1M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$874K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$385K |
| 5 |
AssetMark Inc
Concord,
California
|
-$312K |
CGDG Hedge Fund Activity: Q2 2024 in Review
69 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q2 2024, worth a combined $292M — up 51% from $193M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CGDG positions and 2 closed out — a net gain of 19 holders — while 40 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $25.1M. The largest seller was Osaic Holdings, cutting an estimated $1.09M.
- 69 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q2 2024, up from 53 in Q1 2024.
- Funds reported $292M of Capital Group Dividend Growers ETF stock for Q2 2024, up 51% quarter-over-quarter.
- 21 funds opened new Capital Group Dividend Growers ETF positions in Q2 2024 and 2 closed out, a net change of +19 holders.
- The largest Capital Group Dividend Growers ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $25.1M added.
- The largest Capital Group Dividend Growers ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2024.