CGNG

Capital Group New Geography Equity ETF

150 hedge funds and large institutions have $834M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$94.6M
CGPCS
2
Capital Group Private Client Services
California
$75.1M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$68.6M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$57.7M
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$41.9M
Raymond James Financial
6
Raymond James Financial
Florida
$39.4M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$24.2M
NA
9
NewEdge Advisors
Louisiana
$18.4M
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$17.9M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.5M
WA
12
Waverly Advisors
Alabama
$17.2M
JBA
13
Johnson Bixby & Associates
Washington
$15.7M
MFG
14
Merit Financial Group
Georgia
$15.4M
PIA
15
Petredis Investment Advisors
Pennsylvania
$15.1M
OMC
16
Old Mission Capital
Illinois
$14M
GWAG
17
Garrett Wealth Advisory Group
Texas
$13.2M
CWS
18
Confluence Wealth Services
Pennsylvania
$12.8M
SI
19
Stephens Inc
Arkansas
$11.4M
MML Investors Services
20
MML Investors Services
Massachusetts
$9.23M
Osaic Holdings
21
Osaic Holdings
Arizona
$9.21M
CAL
22
Capital Analysts LLC
Pennsylvania
$8.81M
PAG
23
Private Advisor Group
New Jersey
$8.53M
BPA
24
Beacon Pointe Advisors
California
$7.71M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.13M