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CGGE

Capital Group Global Equity ETF

81 hedge funds and large institutions have $459M invested in Capital Group Global Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 2

600% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 5

104% more capital invested

Capital invested by funds: $225M → $459M (+$234M)

84% more funds holding

Funds holding: 4481 (+37)

12.7% less ownership

Funds ownership: 110.91%98.21% (-13%)

Holders
81
Holders Change
+37
Holders Change %
+84.09%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
35
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Herold Advisors
New York
$710K +$656K +24,323 New
LWA
52
Lantern Wealth Advisors
New York
$710K +$656K +24,323 New
GWP
53
Gateway Wealth Partners
Wisconsin
$667K +$98.2K +3,637 +19%
Stifel Financial
54
Stifel Financial
Missouri
$608K +$310K +11,500 +123%
SFS
55
Security Financial Services
Indiana
$567K +$524K +19,426 New
OP
56
ORG Partners
Indiana
$550K +$479K +17,735 +1,460%
BWP
57
Balboa Wealth Partners
Arizona
$442K +$409K +15,145 New
IWC
58
Integrated Wealth Concepts
Massachusetts
$421K +$389K +14,410 New
BFG
59
Bleakley Financial Group
New Jersey
$297K +$783 +29 +0.3%
TFS
60
Thoroughbred Financial Services
Tennessee
$289K +$268K +9,919 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$263K +$243K +8,995 New
MCA
62
MSH Capital Advisors
Arizona
$261K +$242K +8,953 New
MA
63
Mutual Advisors
Nebraska
$256K +$232K +8,601 New
CL
64
CLG LLC
California
$249K +$230K +8,514 New
DC
65
Davenport & Co
Virginia
$245K +$227K +8,400 New
ARC
66
Advisor Resource Council
Texas
$229K +$212K +7,840 New
MFA
67
Mayflower Financial Advisors
Massachusetts
$221K +$204K +7,567 New
GWM
68
Geneos Wealth Management
Colorado
$208K +$162K +6,007 +535%
AFM
69
Armstrong Fleming & Moore
District of Columbia
$207K +$191K +7,089 New
PA
70
PFG Advisors
Arizona
$202K +$186K +6,904 New
SN
71
Sittner & Nelson
Oregon
$201K
WA
72
Whipplewood Advisors
Colorado
$42.3K +$39.1K +1,450 New
IA
73
IFP Advisors
Florida
$35.3K +$14.5K +539 +80%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$29K +$26.5K +983 New
FFA
75
Farther Finance Advisors
California
$18.1K +$16.8K +621 New

CGGE Hedge Fund Activity: Q2 2025 in Review

81 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Equity ETF (CGGE) for Q2 2025, worth a combined $459M — up 104% from $225M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGGE positions and 2 closed out — a net gain of 37 holders — while 35 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $29.9M. The largest seller was Raymond James Financial, cutting an estimated $5.73M.

  • 81 institutional investors held Capital Group Global Equity ETF (CGGE) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $459M of Capital Group Global Equity ETF stock for Q2 2025, up 104% quarter-over-quarter.
  • 39 funds opened new Capital Group Global Equity ETF positions in Q2 2025 and 2 closed out, a net change of +37 holders.
  • The largest Capital Group Global Equity ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $29.9M added.
  • The largest Capital Group Global Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2025.