CGNG

Capital Group New Geography Equity ETF

112 hedge funds and large institutions have $447M invested in Capital Group New Geography Equity ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
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
$53.7M
CGPCS
2
Capital Group Private Client Services
California
$48.5M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$37.2M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.1M
Raymond James Financial
5
Raymond James Financial
Florida
$21.4M
NA
6
NewEdge Advisors
Louisiana
$16.6M
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$15.4M
JBA
8
Johnson Bixby & Associates
Washington
$14.2M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.2M
PIA
10
Petredis Investment Advisors
Pennsylvania
$13.7M
GWAG
11
Garrett Wealth Advisory Group
Texas
$11.7M
CWS
12
Confluence Wealth Services
Pennsylvania
$11.4M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.43M
Jane Street
14
Jane Street
New York
$7.89M
AAS
15
Avantax Advisory Services
Texas
$7.66M
BWG
16
Beta Wealth Group
California
$6.82M
LCC
17
Lincoln Capital Corp
Rhode Island
$6.51M
PAG
18
Private Advisor Group
New Jersey
$6.48M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.96M
Citadel Advisors
20
Citadel Advisors
Florida
$5.69M
MML Investors Services
21
MML Investors Services
Massachusetts
$5.33M
SFA
22
Souders Financial Advisors
Ohio
$4.94M
QWM
23
Quadcap Wealth Management
Texas
$4.88M
SI
24
Stephens Inc
Arkansas
$4.47M
CAL
25
Capital Analysts LLC
Pennsylvania
$4.46M