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Capital Group Dividend Growers ETF

105 hedge funds and large institutions have $1.07B invested in Capital Group Dividend Growers ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 5

267% more capital invested

Capital invested by funds: $292M → $1.07B (+$779M)

52% more funds holding

Funds holding: 69105 (+36)

9.52% more ownership

Funds ownership: 77.01%86.53% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
105
Holders Change
+36
Holders Change %
+52.17%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
55
Reduced
5
Closed
Calls
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$530M +$508M +17,202,495 +34,891%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$94.3M +$56.3M +1,905,812 +164%
CGPCS
3
Capital Group Private Client Services
California
$53M +$3.66M +123,837 +8%
LPL Financial
4
LPL Financial
California
$32.4M +$18.1M +610,685 +138%
CWS
5
Confluence Wealth Services
Pennsylvania
$32.3M +$1.53M +51,835 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$30.6M +$3.81M +128,898 +15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$27.1M +$14.1M +476,236 +117%
Morgan Stanley
8
Morgan Stanley
New York
$19.1M +$12M +406,415 +188%
MML Investors Services
9
MML Investors Services
Massachusetts
$18.3M +$6.89M +233,068 +64%
VA
10
Valmark Advisers
Ohio
$12.6M +$469K +15,850 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12.4M +$7.63M +258,007 +177%
Jane Street
12
Jane Street
New York
$11.2M +$4.84M +163,798 +81%
RIL
13
Rothschild Investment LLC
Illinois
$8.9M +$1.8M +61,030 +27%
Bank of America
14
Bank of America
North Carolina
$8.6M +$8.28M +280,000 New
SM
15
Sweeney & Michel
California
$8.51M +$145K +4,898 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.35M +$5.02M +169,803 +167%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.24M +$4.8M +162,420 +153%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$8.18M +$7.88M +266,431 New
AssetMark Inc
19
AssetMark Inc
California
$7.92M +$5.49M +185,705 +258%
RHP
20
Royal Harbor Partners
Texas
$7.9M +$7.6M +257,159 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.32M +$2.98M +100,925 +73%
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$7.02M -$1.87M -63,302 -22%
PAG
23
Private Advisor Group
New Jersey
$6.7M +$3.56M +120,431 +123%
RJA
24
Raymond James & Associates
Florida
$6.45M +$2.03M +68,574 +49%
CIA
25
Concurrent Investment Advisors
Florida
$5.71M -$81.8K -2,768 -1%

CGDG Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2024, worth a combined $1.07B — up 267% from $292M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGDG positions and 0 closed out — a net gain of 38 holders — while 55 added to existing stakes and 5 trimmed.

The largest buyer was Capital International Investors, adding an estimated $508M. The largest seller was Old Mission Capital, cutting an estimated $3.83M.

  • 105 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $1.07B of Capital Group Dividend Growers ETF stock for Q3 2024, up 267% quarter-over-quarter.
  • 38 funds opened new Capital Group Dividend Growers ETF positions in Q3 2024 and 0 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2024 was Capital International Investors, an estimated $508M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2024.