We are live on ! Find out more
CGDG icon

Capital Group Dividend Growers ETF

133 hedge funds and large institutions have $1.99B invested in Capital Group Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 9

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more capital invested

Capital invested by funds: $1.07B → $1.99B (+$920M)

27% more funds holding

Funds holding: 105133 (+28)

1.33% less ownership

Funds ownership: 86.53%85.2% (-1.3%)

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
70
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$768M +$277K +9,115 +54%
Capital International Investors
2
Capital International Investors
California
$523M +$12.2M +402,482 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M +$26.8M +883,281 +29%
CGPCS
4
Capital Group Private Client Services
California
$82.8M +$32.5M +1,071,073 +62%
Raymond James Financial
5
Raymond James Financial
Florida
$42.6M +$43.7M +1,437,845 New
CWS
6
Confluence Wealth Services
Pennsylvania
$42.3M +$10.1M +331,174 +32%
LPL Financial
7
LPL Financial
California
$42.1M +$11.1M +366,332 +35%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$35.3M +$9.34M +307,326 +35%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$32.4M +$3.02M +99,431 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.9M +$22.4M +735,987 +271%
MML Investors Services
11
MML Investors Services
Massachusetts
$27.5M +$10.1M +332,390 +56%
Morgan Stanley
12
Morgan Stanley
New York
$24.1M +$5.8M +190,905 +31%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.4M +$2.45M +80,683 +20%
VA
14
Valmark Advisers
Ohio
$13.9M +$1.77M +58,297 +14%
RIL
15
Rothschild Investment LLC
Illinois
$11.5M +$2.97M +97,826 +34%
Jane Street
16
Jane Street
New York
$10.9M +$33.2K +1,094 +0.3%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$9.1M +$1.24M +40,663 +15%
Osaic Holdings
18
Osaic Holdings
Arizona
$8.77M +$834K +27,446 +10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$8.66M +$3.43M +112,822 +63%
AssetMark Inc
20
AssetMark Inc
California
$7.89M +$257K +8,461 +3%
PAG
21
Private Advisor Group
New Jersey
$7.24M +$802K +26,398 +12%
CSP
22
Cary Street Partners
Virginia
$7.21M +$7.39M +243,233 New
BEI
23
Benjamin Edwards Inc
Missouri
$5.7M +$1.47M +48,375 +34%
SAM
24
Smartleaf Asset Management
Massachusetts
$5.56M +$799K +26,277 +16%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$5.55M +$790K +25,991 +16%

CGDG Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2024, worth a combined $1.99B — up 86% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 12 closed out — a net gain of 31 holders — while 70 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $32.5M. The largest seller was Bank of America, exiting entirely with an estimated $8.6M sold.

  • 133 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $1.99B of Capital Group Dividend Growers ETF stock for Q4 2024, up 86% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2024 and 12 closed out, a net change of +31 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $32.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2024 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q4 2024.