CGNG

Capital Group New Geography Equity ETF
CGNG

Overview Fund Activity

55 hedge funds and large institutions have $89.7M invested in Capital Group New Geography Equity ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+29
Holders Change %
+111.54%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
19
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$13.5M
2
SFA
2
Souders Financial Advisors
Ohio
$3.95M
3
CWS
3
Confluence Wealth Services
Pennsylvania
$8.49M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8.49M
5
NFG
5
Nations Financial Group
Iowa
$1.68M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$16.4M
2
Jane Street
2
Jane Street
New York
$2.97M
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
GS
4
GTS Securities
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$462K 18,636 +18,636 New
LWM
27
LongView Wealth Management
Georgia
$459K 18,518 +18,518 New
PWM
28
Pines Wealth Management
North Carolina
$457K 18,592 +18,592 New
SA
29
Sanctuary Advisors
Indiana
$449K 17,480 +8,921 +104%
Osaic Holdings
30
Osaic Holdings
Arizona
$438K 17,701 +2,220 +14%
KWM
31
Kingsview Wealth Management
Oregon
$403K 16,278 +710 +5%
Mariner
32
Mariner
Kansas
$384K 15,520 +15,520 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$357K 14,417 +13,842 +2,407%
CA
34
Claro Advisors
Massachusetts
$339K 13,669 +13,669 New
VF
35
Virtu Financial
New York
$334K 13,492 +3,986 +42%
WWM
36
Western Wealth Management
Colorado
$327K 13,215 +13,215 New
P
37
&Partners
Tennessee
$315K 12,567 +12,567 New
AWA
38
Acorn Wealth Advisors
Michigan
$310K 12,522 +12,522 New
EWA
39
EQ Wealth Advisors
Texas
$300K 12,123 +12,123 New
PGFC
40
Peapack-Gladstone Financial Corp
New Jersey
$294K 11,870 +11,870 New
MLRA
41
Main Line Retirement Advisors
Montana
$277K 11,200 +11,200 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$273K 11,006 +11,006 New
CPIA
43
Cornell Pochily Investment Advisors
New York
$250K 10,081 +10,081 New
LWM
44
Lodestone Wealth Management
Washington
$240K 9,706 +445 +5%
MML Investors Services
45
MML Investors Services
Massachusetts
$238K 9,600 +1,471 +18%
MFS
46
McNamara Financial Services
Massachusetts
$226K 9,140 +9,140 New
AFM
47
Armstrong Fleming & Moore
District of Columbia
$226K 9,134 +9,134 New
Comerica Bank
48
Comerica Bank
Texas
$82.3K 3,323 +3,323 New
CAL
49
Capital Analysts LLC
Pennsylvania
$38K 1,518 +1,518 New
SPIA
50
Steward Partners Investment Advisory
New York
$37.8K 1,527 +1,527 New
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