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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
CAL
26
Capital Analysts LLC
Pennsylvania
$13.9M +$2.58M +77,771 +21%
Jane Street
27
Jane Street
New York
$13.9M +$14.6M +440,000 New
AssetMark Inc
28
AssetMark Inc
California
$13.4M +$3.16M +95,215 +29%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$13.2M -$360K -10,848 -3%
Stifel Financial
30
Stifel Financial
Missouri
$12.9M +$5.37M +161,740 +65%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$12.3M +$4.49M +135,311 +53%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$12.1M -$2.47M -74,378 -16%
PAG
33
Private Advisor Group
New Jersey
$10.4M +$774K +23,315 +8%
BPA
34
Beacon Pointe Advisors
California
$9.67M +$875K +26,366 +9%
SWM
35
SilverOak Wealth Management
Minnesota
$9.39M +$542K +16,332 +6%
P
36
&Partners
Tennessee
$9.18M +$1.31M +39,414 +16%
QWM
37
Quadcap Wealth Management
Texas
$8.24M +$1.53M +46,099 +21%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$7.99M +$6.31M +190,100 +301%
CIA
39
Concurrent Investment Advisors
Florida
$7.83M -$145K -4,371 -2%
SAG
40
Sentinel Advisory Group
Wisconsin
$7.69M +$8.08M +243,539 New
SI
41
Stephens Inc
Arkansas
$7.46M -$2.67M -80,350 -25%
LCC
42
Lincoln Capital Corp
Rhode Island
$7.44M +$139K +4,186 +2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$7.13M +$7.5M +225,980 New
Truist Financial
44
Truist Financial
North Carolina
$6.99M +$5.61M +168,877 +322%
AWM
45
Aprio Wealth Management
Georgia
$6.96M +$1.14M +34,295 +18%
AIA
46
Armor Investment Advisors
North Carolina
$6.88M +$757K +22,809 +12%
BCI
47
Brinker Capital Investments
Pennsylvania
$6.77M +$1.04M +31,318 +17%
SPIA
48
Steward Partners Investment Advisory
New York
$6.18M +$4.72M +142,105 +265%
SFA
49
Souders Financial Advisors
Ohio
$6M +$302K +9,113 +5%
EL
50
EWA LLC
Pennsylvania
$5.84M +$6.14M +185,005 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.