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Capital Group Dividend Growers ETF
CGDG

214 hedge funds and large institutions have $2.79B invested in Capital Group Dividend Growers ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

400% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 28

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $2.17B → $2.79B (+$619M)

14% more funds holding

Funds holding: 188 → 214 (+26)

0.51% less ownership

Funds ownership: 84.45% → 83.94% (-0.51%)

Holders
214
Holders Change
+26
Holders Change %
+13.83%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
33
Increased
140
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advance Capital Management
Michigan
+$87.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$74.7M
3
LPL Financial
LPL Financial
California
+$73.4M
4
Morgan Stanley
Morgan Stanley
New York
+$62.8M
5
Wells Fargo
Wells Fargo
California
+$33.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.4M
2
Jane Street
Jane Street
New York
-$11.3M
3
Capital International Investors
Capital International Investors
California
-$8.02M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$7.15M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$593M -$8.02M -235,678 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$278M +$74.7M +2,194,089 +38%
LPL Financial
3
LPL Financial
California
$268M +$73.4M +2,155,966 +39%
ACM
4
Advance Capital Management
Michigan
$182M +$87.8M +2,579,574 +97%
CGPCS
5
Capital Group Private Client Services
California
$164M +$21.8M +640,905 +16%
Morgan Stanley
6
Morgan Stanley
New York
$125M +$62.8M +1,844,677 +105%
Raymond James Financial
7
Raymond James Financial
Florida
$123M +$30.5M +894,780 +34%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$94.2M +$32.7M +961,055 +55%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$72.5M +$18.6M +545,611 +35%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$64.4M -$1.35M -39,530 -2%
CWS
11
Confluence Wealth Services
Pennsylvania
$60M +$2.33M +68,482 +4%
MML Investors Services
12
MML Investors Services
Massachusetts
$45M +$5.93M +174,143 +15%
Wells Fargo
13
Wells Fargo
California
$38.8M +$33.2M +974,187 +668%
Osaic Holdings
14
Osaic Holdings
Arizona
$34.5M +$11.5M +338,165 +51%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$31.5M +$3.02M +88,606 +11%
UBS Group
16
UBS Group
Switzerland
$27.1M +$4.39M +129,052 +20%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$26.2M +$7.16M +210,333 +39%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$24.2M +$8.26M +242,485 +53%
BEI
19
Benjamin Edwards Inc
Missouri
$20.7M +$3.82M +112,201 +23%
VA
20
Valmark Advisers
Ohio
$20.7M +$1.19M +34,940 +6%
RIL
21
Rothschild Investment LLC
Illinois
$19.8M +$1.22M +35,773 +7%
FCM
22
Fourpath Capital Management
Oklahoma
$19.8M +$19.4M +570,040 New
PAG
23
Private Advisor Group
New Jersey
$19.4M +$1.51M +44,214 +9%
SEI Investments
24
SEI Investments
Pennsylvania
$19.4M +$10.3M +303,158 +118%
Stifel Financial
25
Stifel Financial
Missouri
$18.2M +$2.54M +74,667 +17%
1
2 3 4 5

CGDG Hedge Fund Activity: Q3 2025 in Review

214 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q3 2025, worth a combined $2.79B — up 29% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGDG positions and 4 closed out — a net gain of 29 holders — while 140 added to existing stakes and 28 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $87.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $23.4M sold.

  • 214 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q3 2025, up from 188 in Q2 2025.
  • Funds reported $2.79B of Capital Group Dividend Growers ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 33 funds opened new Capital Group Dividend Growers ETF positions in Q3 2025 and 4 closed out, a net change of +29 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q3 2025 was Advance Capital Management, an estimated $87.8M added.
  • The largest Capital Group Dividend Growers ETF seller in Q3 2025 was Susquehanna International Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2025.