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Capital Group Dividend Growers ETF

158 hedge funds and large institutions have $1.5B invested in Capital Group Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 10

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more funds holding

Funds holding: 133158 (+25)

1.3% less ownership

Funds ownership: 85.2%83.9% (-1.3%)

25% less capital invested

Capital invested by funds: $1.99B → $1.5B (-$489M)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
94
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$536M -$9.29M -301,897 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M +$30.9M +1,004,711 +25%
CGPCS
3
Capital Group Private Client Services
California
$93.8M +$7.36M +239,147 +9%
LPL Financial
4
LPL Financial
California
$84.6M +$40.5M +1,315,981 +93%
Raymond James Financial
5
Raymond James Financial
Florida
$56M +$11.5M +374,743 +26%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$48.8M +$14.9M +484,275 +44%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$48.2M +$11.3M +367,801 +31%
CWS
8
Confluence Wealth Services
Pennsylvania
$47.8M +$5.74M +186,518 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$38.2M +$7.07M +229,656 +23%
Morgan Stanley
10
Morgan Stanley
New York
$31.2M +$6.01M +195,199 +24%
MML Investors Services
11
MML Investors Services
Massachusetts
$30.1M +$1.45M +47,186 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$18.7M +$3.7M +120,192 +25%
VA
13
Valmark Advisers
Ohio
$16.4M +$1.92M +62,243 +13%
RIL
14
Rothschild Investment LLC
Illinois
$15.4M +$3.36M +109,274 +28%
Stifel Financial
15
Stifel Financial
Missouri
$12.6M +$7.23M +234,798 +136%
Osaic Holdings
16
Osaic Holdings
Arizona
$12.4M +$3.24M +105,244 +36%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$2.64M +85,918 +29%
SAM
18
Smartleaf Asset Management
Massachusetts
$11.3M +$5.45M +176,945 +94%
Jane Street
19
Jane Street
New York
$11.1M -$209K -6,778 -2%
UBS Group
20
UBS Group
Switzerland
$9.87M +$8.5M +276,250 +642%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$9.83M +$342K +11,114 +4%
BEI
22
Benjamin Edwards Inc
Missouri
$9.57M +$3.61M +117,316 +61%
PAG
23
Private Advisor Group
New Jersey
$9.38M +$1.82M +59,276 +24%
AssetMark Inc
24
AssetMark Inc
California
$8.57M +$343K +11,131 +4%
VA
25
VestGen Advisors
Illinois
$8.53M +$8.49M +275,905 New

CGDG Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q1 2025, worth a combined $1.5B — down 25% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGDG positions and 11 closed out — a net gain of 26 holders — while 94 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.5M. The largest seller was Capital International Investors, cutting an estimated $9.29M.

  • 158 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $1.5B of Capital Group Dividend Growers ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 37 funds opened new Capital Group Dividend Growers ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q1 2025 was LPL Financial, an estimated $40.5M added.
  • The largest Capital Group Dividend Growers ETF seller in Q1 2025 was Capital International Investors, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2025.