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CGNG

Capital Group New Geography Equity ETF
CGNG

219 hedge funds and large institutions have $1.59B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 26

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

40% more capital invested

Capital invested by funds: $1.13B → $1.59B (+$458M)

15% more funds holding

Funds holding: 190 → 219 (+29)

0.43% less ownership

Funds ownership: 91.39% → 90.96% (-0.43%)

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
44
Increased
136
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$83M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$47M
3
BEI
Benjamin Edwards Inc
Missouri
+$34.8M
4
Wells Fargo
Wells Fargo
California
+$28.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.76M
2
SI
Stephens Inc
Arkansas
-$2.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.47M
5
FHC
First Heartland Consultants
Missouri
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$222M +$83M +2,500,618 +55%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M +$27.8M +836,643 +33%
CGPCS
3
Capital Group Private Client Services
California
$101M +$18M +543,487 +20%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$99.6M +$47M +1,417,059 +82%
Raymond James Financial
5
Raymond James Financial
Florida
$88.8M +$23M +693,526 +33%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$75.8M +$9.36M +282,054 +13%
Wells Fargo
7
Wells Fargo
California
$49M +$28.5M +859,844 +124%
BEI
8
Benjamin Edwards Inc
Missouri
$42.3M +$34.8M +1,049,818 +360%
Bank of America
9
Bank of America
North Carolina
$41.1M +$24.6M +739,844 +131%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.1M -$261K -7,861 -0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$26.2M -$2.6M -78,275 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.5M -$882K -26,582 -3%
NA
13
NewEdge Advisors
Louisiana
$22.7M +$2.03M +61,277 +9%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$22.6M +$2.82M +84,941 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.3M +$134K +4,033 +0.7%
GWAG
16
Garrett Wealth Advisory Group
Texas
$19M +$4.48M +135,052 +29%
MML Investors Services
17
MML Investors Services
Massachusetts
$18.5M +$7.31M +220,355 +61%
WA
18
Waverly Advisors
Alabama
$17.7M -$70.6K -2,128 -0.4%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$17.6M +$11.8M +354,947 +162%
UBS Group
20
UBS Group
Switzerland
$17.6M +$18.5M +556,424 +218,205%
MFG
21
Merit Financial Group
Georgia
$16.7M +$697K +21,000 +4%
CWS
22
Confluence Wealth Services
Pennsylvania
$16.2M +$1.96M +59,114 +13%
PIA
23
Petredis Investment Advisors
Pennsylvania
$15.8M +$463K +13,941 +3%
JBA
24
Johnson Bixby & Associates
Washington
$15.2M +$507K +15,283 +3%
PFA
25
Presper Financial Architects
Ohio
$15M +$15.7M +473,695 New
1
2 3 4 5

CGNG Hedge Fund Activity: Q1 2026 in Review

219 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q1 2026, worth a combined $1.59B — up 40% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGNG positions and 9 closed out — a net gain of 35 holders — while 136 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $83M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $7.76M sold.

  • 219 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q1 2026, up from 190 in Q4 2025.
  • Funds reported $1.59B of Capital Group New Geography Equity ETF stock for Q1 2026, up 40% quarter-over-quarter.
  • 44 funds opened new Capital Group New Geography Equity ETF positions in Q1 2026 and 9 closed out, a net change of +35 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q1 2026 was LPL Financial, an estimated $83M added.
  • The largest Capital Group New Geography Equity ETF seller in Q1 2026 was Janney Montgomery Scott, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2026.