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CGNG

Capital Group New Geography Equity ETF

190 hedge funds and large institutions have $1.13B invested in Capital Group New Geography Equity ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 16

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more capital invested

Capital invested by funds: $837M → $1.13B (+$296M)

23% more funds holding

Funds holding: 154190 (+36)

5.67% less ownership

Funds ownership: 97.06%91.39% (-5.7%)

Holders
190
Holders Change
+36
Holders Change %
+23.38%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
46
Increased
122
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$10.1M -$1.61M -51,172 -14%
PAG
27
Private Advisor Group
New Jersey
$9.76M +$935K +29,640 +11%
BEI
28
Benjamin Edwards Inc
Missouri
$9.31M +$2.63M +83,200 +40%
SWM
29
SilverOak Wealth Management
Minnesota
$8.98M +$5.53M +175,162 +165%
BPA
30
Beacon Pointe Advisors
California
$8.94M +$959K +30,377 +12%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$8.1M +$2.72M +86,233 +51%
CIA
32
Concurrent Investment Advisors
Florida
$8.06M +$3.53M +111,834 +80%
P
33
&Partners
Tennessee
$8.01M +$2.62M +83,042 +49%
Stifel Financial
34
Stifel Financial
Missouri
$7.93M +$3.55M +112,482 +83%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$7.76M +$1.83M +57,840 +31%
LCC
36
Lincoln Capital Corp
Rhode Island
$7.39M +$251K +7,946 +4%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$7.01M +$2.74M +86,811 +65%
QWM
38
Quadcap Wealth Management
Texas
$6.86M +$470K +14,890 +7%
AIA
39
Armor Investment Advisors
North Carolina
$6.23M +$711K +22,540 +13%
AWM
40
Aprio Wealth Management
Georgia
$5.95M +$5.88M +186,234 New
BCI
41
Brinker Capital Investments
Pennsylvania
$5.85M +$643K +20,363 +13%
SFA
42
Souders Financial Advisors
Ohio
$5.77M +$157K +4,977 +3%
EA
43
Ergawealth Advisors
Illinois
$5.27M +$2.95M +93,416 +130%
NWMG
44
National Wealth Management Group
Ohio
$5.23M +$5.17M +163,789 New
NFS
45
NewCorp Financial Services
Georgia
$4.26M +$4.21M +133,464 New
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$4.22M +$2.28M +72,161 +120%
SWP
47
Stratos Wealth Partners
Ohio
$4.17M +$1.53M +48,513 +59%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$3.95M +$439K +13,927 +13%
SB
49
Strategic Blueprint
Georgia
$3.78M +$587K +18,606 +19%
KWM
50
Kingsview Wealth Management
Oregon
$3.37M +$1.23M +38,990 +59%