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CGNG

Capital Group New Geography Equity ETF

83 hedge funds and large institutions have $186M invested in Capital Group New Geography Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

600% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 6

107% more capital invested

Capital invested by funds: $89.7M → $186M (+$96.4M)

51% more funds holding

Funds holding: 5583 (+28)

0.06% more ownership

Funds ownership: 86.76%86.82% (+0.06%)

Holders
83
Holders Change
+28
Holders Change %
+50.91%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
42
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.58M +$1.6M +62,855 New
P
27
&Partners
Tennessee
$1.54M +$1.23M +48,149 +383%
Capital International Investors
28
Capital International Investors
California
$1.52M -$15.4M -603,465 -91%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.5M +$114K +4,489 +8%
LF
30
Lantz Financial
Illinois
$1.49M +$281K +11,021 +23%
Stifel Financial
31
Stifel Financial
Missouri
$1.2M +$1.22M +47,745 New
SB
32
Strategic Blueprint
Georgia
$1.15M +$1.17M +45,736 New
PIA
33
Perennial Investment Advisors
California
$1.14M +$311K +12,210 +37%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.09M +$828K +32,484 +295%
CAL
35
Capital Analysts LLC
Pennsylvania
$1.09M +$1.07M +41,954 +2,764%
MFS
36
McNamara Financial Services
Massachusetts
$1.06M +$841K +33,012 +361%
MMM
37
Mendel Money Management
Illinois
$1.05M -$26.7K -1,046 -2%
SPIA
38
Steward Partners Investment Advisory
New York
$947K +$921K +36,127 +2,366%
SP
39
Stablepoint Partners
Massachusetts
$943K +$956K +37,490 New
SA
40
Sanctuary Advisors
Indiana
$932K +$499K +19,566 +112%
HI
41
Harbour Investments
Wisconsin
$888K +$895K +35,108 +20,652%
AIFS
42
A&I Financial Services
Colorado
$882K +$386K +15,127 +76%
VF
43
Virtu Financial
New York
$870K +$538K +21,097 +156%
CIA
44
Concurrent Investment Advisors
Florida
$774K +$784K +30,774 New
BCI
45
Brinker Capital Investments
Pennsylvania
$713K +$722K +28,319 New
OPS
46
Orion Portfolio Solutions
Nebraska
$713K +$722K +28,319 New
MSAM
47
Moloney Securities Asset Management
Missouri
$710K -$458K -17,950 -39%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$669K -$109K -4,270 -14%
LWM
49
LongView Wealth Management
Georgia
$562K +$97.6K +3,829 +21%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$550K +$557K +21,861 New

CGNG Hedge Fund Activity: Q1 2025 in Review

83 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q1 2025, worth a combined $186M — up 107% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGNG positions and 2 closed out — a net gain of 28 holders — while 42 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.3M. The largest seller was Capital International Investors, cutting an estimated $15.4M.

  • 83 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q1 2025, up from 55 in Q4 2024.
  • Funds reported $186M of Capital Group New Geography Equity ETF stock for Q1 2025, up 107% quarter-over-quarter.
  • 30 funds opened new Capital Group New Geography Equity ETF positions in Q1 2025 and 2 closed out, a net change of +28 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $17.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q1 2025 was Capital International Investors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.