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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
69
Holders Change
+16
Holders Change %
+30.19%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
40
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.4M
3
LPL Financial
LPL Financial
California
+$8.31M
4
CIA
Concurrent Investment Advisors
Florida
+$5.37M
5
OMC
Old Mission Capital
Illinois
+$4.89M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.09M
2
PWA
Pillar Wealth Advisors
Pennsylvania
-$1M
3
Capital International Investors
Capital International Investors
California
-$874K
4
LNC
Lincoln National Corp
Pennsylvania
-$385K
5
AssetMark Inc
AssetMark Inc
California
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$45.5M +$3.71M +130,379 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.1M +$25.1M +880,870 +313%
CWS
3
Confluence Wealth Services
Pennsylvania
$28.4M +$2.44M +85,804 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.6M +$4.23M +148,543 +21%
LPL Financial
5
LPL Financial
California
$12.6M +$8.31M +292,056 +192%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.6M +$10.4M +365,042 +871%
VA
7
Valmark Advisers
Ohio
$11.3M +$158K +5,545 +1%
MML Investors Services
8
MML Investors Services
Massachusetts
$10.3M +$2.83M +99,462 +38%
OMC
9
Old Mission Capital
Illinois
$8.7M +$4.89M +171,955 +128%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$8.3M +$1.1M +38,808 +15%
SM
11
Sweeney & Michel
California
$7.72M +$59.1K +2,077 +0.8%
RIL
12
Rothschild Investment LLC
Illinois
$6.51M +$1.31M +46,060 +25%
Morgan Stanley
13
Morgan Stanley
New York
$6.16M +$3.62M +127,143 +142%
Jane Street
14
Jane Street
New York
$5.75M +$1.07M +37,568 +23%
CIA
15
Concurrent Investment Advisors
Florida
$5.36M +$5.37M +188,501 New
Stifel Financial
16
Stifel Financial
Missouri
$4.67M +$88.1K +3,095 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.14M +$2.12M +74,560 +105%
RJA
18
Raymond James & Associates
Florida
$4.02M +$1.93M +67,826 +92%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.91M +$2.56M +90,046 +190%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.47M +$3.32M +116,620 +2,173%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.18M +$336K +11,789 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.01M -$1.09M -38,280 -27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.9M +$1.36M +47,757 +88%
PAG
24
Private Advisor Group
New Jersey
$2.78M +$2.4M +84,212 +629%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$2.74M +$1.08M +37,777 +65%
1
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CGDG Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 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.