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Capital Group Dividend Growers ETF

250 hedge funds and large institutions have $3.35B invested in Capital Group Dividend Growers ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

564% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 25

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$563M)

17% more funds holding

Funds holding: 214250 (+36)

0.52% more ownership

Funds ownership: 83.94%84.46% (+0.52%)

Holders
250
Holders Change
+36
Holders Change %
+16.82%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.13%
New
43
Increased
166
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$615M +$4.95M +140,767 +0.8%
LPL Financial
2
LPL Financial
California
$344M +$67.9M +1,929,512 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$331M +$43.9M +1,247,043 +16%
ACM
4
Advance Capital Management
Michigan
$192M +$4.39M +124,692 +2%
CGPCS
5
Capital Group Private Client Services
California
$185M +$16.2M +461,101 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$148M +$21.5M +612,090 +17%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$115M +$17.7M +502,355 +18%
Morgan Stanley
8
Morgan Stanley
New York
$101M -$26.9M -765,302 -21%
Wells Fargo
9
Wells Fargo
California
$98.2M +$57.5M +1,635,584 +146%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$83.1M +$8.4M +238,820 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$75.4M +$9.05M +257,087 +14%
CWS
12
Confluence Wealth Services
Pennsylvania
$70M +$8.22M +233,741 +14%
MML Investors Services
13
MML Investors Services
Massachusetts
$54M +$7.62M +216,602 +17%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$47.4M +$14.8M +421,420 +46%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$38M +$12.9M +365,694 +52%
Osaic Holdings
16
Osaic Holdings
Arizona
$35.9M +$40.8K +1,160 +0.1%
Jane Street
17
Jane Street
New York
$34.2M +$32M +910,447 +1,837%
UBS Group
18
UBS Group
Switzerland
$33.2M +$5.23M +148,596 +19%
SEI Investments
19
SEI Investments
Pennsylvania
$31M +$11M +311,282 +56%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$29.7M +$2.7M +76,634 +10%
PAG
21
Private Advisor Group
New Jersey
$28.1M +$8.03M +228,122 +41%
FCM
22
Fourpath Capital Management
Oklahoma
$27.2M +$6.83M +194,066 +34%
BEI
23
Benjamin Edwards Inc
Missouri
$26.5M +$5.11M +145,233 +24%
VA
24
Valmark Advisers
Ohio
$25.9M +$4.54M +128,920 +22%
RIL
25
Rothschild Investment LLC
Illinois
$21.2M +$827K +23,495 +4%

CGDG Hedge Fund Activity: Q4 2025 in Review

250 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Dividend Growers ETF (CGDG) for Q4 2025, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGDG positions and 5 closed out — a net gain of 38 holders — while 166 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 250 institutional investors held Capital Group Dividend Growers ETF (CGDG) as of Q4 2025, up from 214 in Q3 2025.
  • Funds reported $3.35B of Capital Group Dividend Growers ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new Capital Group Dividend Growers ETF positions in Q4 2025 and 5 closed out, a net change of +38 holders.
  • The largest Capital Group Dividend Growers ETF buyer in Q4 2025 was LPL Financial, an estimated $67.9M added.
  • The largest Capital Group Dividend Growers ETF seller in Q4 2025 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2025.