We are live on ! Find out more
CGNG

Capital Group New Geography Equity ETF
CGNG

115 hedge funds and large institutions have $452M invested in Capital Group New Geography Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 8

550% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 6

143% more capital invested

Capital invested by funds: $186M → $452M (+$266M)

39% more funds holding

Funds holding: 83 → 115 (+32)

2.39% more ownership

Funds ownership: 86.82% → 89.21% (+2.4%)

Holders
115
Holders Change
+32
Holders Change %
+38.55%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
61
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$46.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$28.5M
3
CGPCS
Capital Group Private Client Services
California
+$16.8M
4
NA
NewEdge Advisors
Louisiana
+$15.2M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$870K
2
Stifel Financial
Stifel Financial
Missouri
-$827K
3
OMC
Old Mission Capital
Illinois
-$540K
4
Capital International Investors
Capital International Investors
California
-$529K
5
JWBC
John W. Brooker & Co
California
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.24M +$1.88M +71,261 +94%
BEI
27
Benjamin Edwards Inc
Missouri
$4.22M +$808K +30,550 +26%
FTUS
28
Flow Traders U.S.
New York
$3.32M +$572K +21,640 +23%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$3.19M +$1.78M +67,218 +155%
P
30
&Partners
Tennessee
$3.19M +$1.31M +49,443 +81%
AWS
31
Atria Wealth Solutions
New York
$3.07M +$198K +7,482 +8%
SB
32
Strategic Blueprint
Georgia
$2.67M +$1.24M +46,993 +103%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.62M +$2.4M +90,784 New
BFG
34
Bleakley Financial Group
New Jersey
$2.57M +$240K +9,097 +11%
CFS
35
CRA Financial Services
New Jersey
$2.27M +$135K +5,125 +7%
NFG
36
Nations Financial Group
Iowa
$2.24M +$85K +3,214 +4%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$2.08M +$1.38M +52,368 +259%
LF
38
Lantz Financial
Illinois
$2.03M +$299K +11,293 +19%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.03M +$282K +10,648 +18%
CSP
40
Cary Street Partners
Virginia
$1.91M +$1.75M +66,197 New
USCWA
41
U.S. Capital Wealth Advisors
Texas
$1.87M +$1.3M +49,272 +317%
BPA
42
Beacon Pointe Advisors
California
$1.76M +$1.61M +61,025 New
PIA
43
Perennial Investment Advisors
California
$1.74M +$400K +15,117 +33%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.69M +$800K +30,265 +107%
CCFM
45
Clear Creek Financial Management
Washington
$1.65M +$1.52M +57,348 New
MFS
46
McNamara Financial Services
Massachusetts
$1.65M +$396K +14,969 +36%
CIA
47
Concurrent Investment Advisors
Florida
$1.29M +$374K +14,132 +46%
HI
48
Harbour Investments
Wisconsin
$1.24M +$201K +7,599 +22%
GS
49
GTS Securities
New York
$1.21M +$1.11M +41,897 New
SPIA
50
Steward Partners Investment Advisory
New York
$1.2M +$101K +3,832 +10%
1
2
3 4 5

CGNG Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q2 2025, worth a combined $452M — up 143% from $186M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGNG positions and 6 closed out — a net gain of 33 holders — while 61 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Virtu Financial, exiting entirely with an estimated $870K sold.

  • 115 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q2 2025, up from 83 in Q1 2025.
  • Funds reported $452M of Capital Group New Geography Equity ETF stock for Q2 2025, up 143% quarter-over-quarter.
  • 39 funds opened new Capital Group New Geography Equity ETF positions in Q2 2025 and 6 closed out, a net change of +33 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $46.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q2 2025 was Virtu Financial, an estimated $870K sold.

Based on aggregated 13F filings for Q2 2025.