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CGNG

Capital Group New Geography Equity ETF

154 hedge funds and large institutions have $837M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 1

956% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 9

85% more capital invested

Capital invested by funds: $452M → $837M (+$384M)

34% more funds holding

Funds holding: 115154 (+39)

7.84% more ownership

Funds ownership: 89.21%97.06% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
154
Holders Change
+39
Holders Change %
+33.91%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$7.09M +$6.3M +213,493 +1,343%
LCC
27
Lincoln Capital Corp
Rhode Island
$6.9M -$73.7K -2,500 -1%
BEI
28
Benjamin Edwards Inc
Missouri
$6.44M +$1.83M +61,983 +42%
QWM
29
Quadcap Wealth Management
Texas
$6.18M +$905K +30,670 +18%
Citadel Advisors
30
Citadel Advisors
Florida
$6.11M +$6.37K +216 +0.1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.72M +$3.38M +114,675 +163%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.71M +$5.45M +184,890 New
SFA
33
Souders Financial Advisors
Ohio
$5.43M +$132K +4,481 +3%
AIA
34
Armor Investment Advisors
North Carolina
$5.34M +$4.46M +151,143 +701%
P
35
&Partners
Tennessee
$5.2M +$1.71M +57,891 +53%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$5.18M +$1.68M +56,810 +51%
BCI
37
Brinker Capital Investments
Pennsylvania
$5.03M +$3.07M +104,125 +178%
Wells Fargo
38
Wells Fargo
California
$4.92M +$4.7M +159,282 New
CIA
39
Concurrent Investment Advisors
Florida
$4.34M +$2.82M +95,705 +213%
Stifel Financial
40
Stifel Financial
Missouri
$4.19M +$3.52M +119,244 +724%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$4.07M +$1.78M +60,243 +83%
Jane Street
42
Jane Street
New York
$3.48M -$4.76M -161,417 -59%
VAS
43
Vestmark Advisory Solutions
Massachusetts
$3.39M +$3.24M +109,848 New
SWM
44
SilverOak Wealth Management
Minnesota
$3.28M +$3.13M +106,054 New
SB
45
Strategic Blueprint
Georgia
$3.09M +$210K +7,129 +8%
BFG
46
Bleakley Financial Group
New Jersey
$2.78M +$20.8K +704 +0.8%
CFS
47
CRA Financial Services
New Jersey
$2.7M +$245K +8,304 +11%
AFM
48
Armstrong Fleming & Moore
District of Columbia
$2.58M +$2.01M +68,156 +444%
NFG
49
Nations Financial Group
Iowa
$2.57M +$168K +5,679 +7%
SWP
50
Stratos Wealth Partners
Ohio
$2.54M +$2.09M +70,866 +624%

CGNG Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q3 2025, worth a combined $837M — up 85% from $452M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGNG positions and 1 closed out — a net gain of 41 holders — while 95 added to existing stakes and 9 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $37.3M. The largest seller was Beta Wealth Group, cutting an estimated $5.47M.

  • 154 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $837M of Capital Group New Geography Equity ETF stock for Q3 2025, up 85% quarter-over-quarter.
  • 42 funds opened new Capital Group New Geography Equity ETF positions in Q3 2025 and 1 closed out, a net change of +41 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $37.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q3 2025 was Beta Wealth Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.