CGNG

Capital Group New Geography Equity ETF
CGNG

Overview Fund Activity

81 hedge funds and large institutions have $185M invested in Capital Group New Geography Equity ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+26
Holders Change %
+47.27%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.5M
2
CGPCS
Capital Group Private Client Services
California
$26.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.82M
4
Raymond James Financial
Raymond James Financial
Florida
$8.07M
5
BWG
Beta Wealth Group
California
$5.88M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.52M
2
Jane Street
Jane Street
New York
$462K
3
MSAM
Moloney Securities Asset Management
Missouri
$710K
4
AFM
Armstrong Fleming & Moore
District of Columbia
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.58M +$1.58M +62,855 New
P
27
&Partners
Tennessee
$1.54M +$1.22M +48,149 +383%
Capital International Investors
28
Capital International Investors
California
$1.52M -$15.2M -603,465 -91%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.51M +$113K +4,489 +8%
LF
30
Lantz Financial
Illinois
$1.49M +$277K +11,021 +23%
Stifel Financial
31
Stifel Financial
Missouri
$1.2M +$1.2M +47,745 New
SB
32
Strategic Blueprint
Georgia
$1.15M +$1.15M +45,736 New
PIA
33
Perennial Investment Advisors
California
$1.14M +$307K +12,210 +37%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.09M +$817K +32,484 +295%
CAL
35
Capital Analysts LLC
Pennsylvania
$1.09M +$1.06M +41,954 +2,764%
MFS
36
McNamara Financial Services
Massachusetts
$1.06M +$831K +33,012 +361%
MMM
37
Mendel Money Management
Illinois
$1.05M -$26.3K -1,046 -2%
SPIA
38
Steward Partners Investment Advisory
New York
$947K +$909K +36,127 +2,366%
SP
39
Stablepoint Partners
Massachusetts
$943K +$943K +37,490 New
HI
40
Harbour Investments
Wisconsin
$888K +$883K +35,108 +20,652%
AIFS
41
A&I Financial Services
Colorado
$882K +$381K +15,127 +76%
VF
42
Virtu Financial
New York
$870K +$531K +21,097 +156%
CIA
43
Concurrent Investment Advisors
Florida
$774K +$774K +30,774 New
BCI
44
Brinker Capital Investments
Pennsylvania
$713K +$713K +28,319 New
OPS
45
Orion Portfolio Solutions
Nebraska
$713K +$713K +28,319 New
MSAM
46
Moloney Securities Asset Management
Missouri
$710K -$452K -17,950 -39%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$669K -$107K -4,270 -14%
LWM
48
LongView Wealth Management
Georgia
$562K +$96.3K +3,829 +21%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$550K +$550K +21,861 New
OMC
50
Old Mission Capital
Illinois
$540K +$540K +21,452 New
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