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CGNG

Capital Group New Geography Equity ETF
CGNG

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.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

112% more funds holding

Funds holding: 26 → 55 (+29)

42% more capital invested

Capital invested by funds: $63.2M → $89.7M (+$26.5M)

3.1% less ownership

Funds ownership: 89.86% → 86.76% (-3.1%)

Holders
55
Holders Change
+29
Holders Change %
+111.54%
% of All Funds
0.72%
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

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
+$6.85M
2
SFA
Souders Financial Advisors
Ohio
+$4.1M
3
CWS
Confluence Wealth Services
Pennsylvania
+$2.33M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.94M
5
NFG
Nations Financial Group
Iowa
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$2.57M
2
Jane Street
Jane Street
New York
-$1.68M
3
Stifel Financial
Stifel Financial
Missouri
-$1.46M
4
GS
GTS Securities
New York
-$676K
5
FTUS
Flow Traders U.S.
New York
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$462K +$479K +18,636 New
LWM
27
LongView Wealth Management
Georgia
$459K +$476K +18,518 New
PWM
28
Pines Wealth Management
North Carolina
$457K +$478K +18,592 New
SA
29
Sanctuary Advisors
Indiana
$449K +$229K +8,921 +104%
Osaic Holdings
30
Osaic Holdings
Arizona
$438K +$57K +2,220 +14%
KWM
31
Kingsview Wealth Management
Oregon
$403K +$18.2K +710 +5%
Mariner
32
Mariner
Kansas
$384K +$399K +15,520 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$357K +$356K +13,842 +2,407%
CA
34
Claro Advisors
Massachusetts
$339K +$351K +13,669 New
VF
35
Virtu Financial
New York
$334K +$102K +3,986 +42%
WWM
36
Western Wealth Management
Colorado
$327K +$340K +13,215 New
P
37
&Partners
Tennessee
$315K +$323K +12,567 New
AWA
38
Acorn Wealth Advisors
Michigan
$310K +$322K +12,522 New
EWA
39
EQ Wealth Advisors
Texas
$300K +$311K +12,123 New
PGFC
40
Peapack-Gladstone Financial Corp
New Jersey
$294K +$305K +11,870 New
MLRA
41
Main Line Retirement Advisors
Montana
$277K +$288K +11,200 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$273K +$283K +11,006 New
CPIA
43
Cornell Pochily Investment Advisors
New York
$250K +$259K +10,081 New
LWM
44
Lodestone Wealth Management
Washington
$240K +$11.4K +445 +5%
MML Investors Services
45
MML Investors Services
Massachusetts
$238K +$37.8K +1,471 +18%
MFS
46
McNamara Financial Services
Massachusetts
$226K +$235K +9,140 New
AFM
47
Armstrong Fleming & Moore
District of Columbia
$226K +$235K +9,134 New
Comerica Bank
48
Comerica Bank
Texas
$82.3K +$85.4K +3,323 New
CAL
49
Capital Analysts LLC
Pennsylvania
$38K +$39K +1,518 New
SPIA
50
Steward Partners Investment Advisory
New York
$37.8K +$39.2K +1,527 New
1
2
3

CGNG Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q4 2024, worth a combined $89.7M — up 42% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGNG positions and 4 closed out — a net gain of 29 holders — while 19 added to existing stakes and 3 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $6.85M. The largest seller was Capital International Investors, cutting an estimated $2.57M.

  • 55 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q4 2024, up from 26 in Q3 2024.
  • Funds reported $89.7M of Capital Group New Geography Equity ETF stock for Q4 2024, up 42% quarter-over-quarter.
  • 33 funds opened new Capital Group New Geography Equity ETF positions in Q4 2024 and 4 closed out, a net change of +29 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $6.85M added.
  • The largest Capital Group New Geography Equity ETF seller in Q4 2024 was Capital International Investors, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2024.