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CGGE

Capital Group Global Equity ETF

169 hedge funds and large institutions have $2.13B invested in Capital Group Global Equity ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 19

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more capital invested

Capital invested by funds: $1.6B → $2.13B (+$532M)

8% more funds holding

Funds holding: 156169 (+13)

1.36% less ownership

Funds ownership: 101.39%100.03% (-1.4%)

Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
102
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Tempus Wealth Planning
California
$1.44M +$20.9K +653 +1%
LWA
77
Lantern Wealth Advisors
New York
$1.43M +$596K +18,607 +66%
DC
78
Davenport & Co
Virginia
$1.41M +$439K +13,701 +42%
AI
79
Atria Investments
North Carolina
$1.41M +$683K +21,320 +86%
TFA
80
Transamerica Financial Advisors
Florida
$1.36M +$774K +24,151 +119%
IFG
81
Independent Financial Group
California
$1.32M -$31K -969 -2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.31M +$192K +6,006 +16%
AIM
83
Advyzon Investment Management
Illinois
$1.24M +$101K +3,151 +8%
AWA
84
ARQ Wealth Advisors
Arizona
$1.23M +$419K +13,065 +48%
AWM
85
Apollon Wealth Management
South Carolina
$1.11M +$799K +24,938 +219%
GWM
86
Geneos Wealth Management
Colorado
$1.1M +$647K +20,201 +128%
IWP
87
IAG Wealth Partners
Wisconsin
$1.04M +$183K +5,707 +20%
KWA
88
Kingswood Wealth Advisors
California
$1.04M +$11.1K +348 +1%
SW
89
Simplicity Wealth
New Jersey
$1.01M +$49K +1,529 +5%
GS
90
GWN Securities
Florida
$948K +$237K +7,383 +31%
LC
91
Landaas & Company
Wisconsin
$928K +$975K +30,432 New
PWP
92
Principle Wealth Partners
Connecticut
$926K -$55.4K -1,730 -5%
JDLA
93
J. Derek Lewis & Associates
California
$925K +$187K +5,836 +24%
CL
94
CLG LLC
California
$846K +$69K +2,155 +8%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$816K +$857K +26,765 New
Natixis Advisors
96
Natixis Advisors
Massachusetts
$756K +$168K +5,255 +27%
WS
97
Wedbush Securities
California
$744K -$8.14K -254 -1%
IPA
98
Investment Planning Advisors
Georgia
$686K +$83.7K +2,613 +13%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$623K +$654K +20,420 New
VA
100
VestGen Advisors
Illinois
$599K +$571K +17,817 New