CGNG

Capital Group New Geography Equity ETF

112 hedge funds and large institutions have $447M invested in Capital Group New Geography Equity ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+31
Holders Change %
+38.27%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
38
Increased
59
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
26
Benjamin Edwards Inc
Missouri
$4.22M +$880K +30,550 +26%
FTUS
27
Flow Traders U.S.
New York
$3.32M +$623K +21,640 +23%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$3.19M +$1.94M +67,218 +155%
P
29
&Partners
Tennessee
$3.19M +$1.43M +49,443 +81%
AWS
30
Atria Wealth Solutions
New York
$3.07M +$216K +7,482 +8%
SB
31
Strategic Blueprint
Georgia
$2.67M +$1.35M +46,993 +103%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.62M +$2.62M +90,784 New
BFG
33
Bleakley Financial Group
New Jersey
$2.57M +$262K +9,097 +11%
CFS
34
CRA Financial Services
New Jersey
$2.27M +$148K +5,125 +7%
NFG
35
Nations Financial Group
Iowa
$2.24M +$92.6K +3,214 +4%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$2.08M +$1.5M +52,368 +259%
LF
37
Lantz Financial
Illinois
$2.03M +$325K +11,293 +19%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.03M +$307K +10,648 +18%
CSP
39
Cary Street Partners
Virginia
$1.91M +$1.91M +66,197 New
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.87M +$1.42M +49,272 +317%
BPA
41
Beacon Pointe Advisors
California
$1.76M +$1.76M +61,025 New
PIA
42
Perennial Investment Advisors
California
$1.74M +$436K +15,117 +33%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.69M +$872K +30,265 +107%
CCFM
44
Clear Creek Financial Management
Washington
$1.65M +$1.65M +57,348 New
MFS
45
McNamara Financial Services
Massachusetts
$1.65M +$431K +14,969 +36%
CIA
46
Concurrent Investment Advisors
Florida
$1.29M +$407K +14,132 +46%
HI
47
Harbour Investments
Wisconsin
$1.24M +$219K +7,599 +22%
GS
48
GTS Securities
New York
$1.21M +$1.21M +41,897 New
SPIA
49
Steward Partners Investment Advisory
New York
$1.2M +$110K +3,832 +10%
Capital International Investors
50
Capital International Investors
California
$1.17M -$577K -20,020 -33%