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Capital Group New Geography Equity ETF

219 hedge funds and large institutions have $1.59B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 26

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more capital invested

Capital invested by funds: $1.13B → $1.59B (+$458M)

15% more funds holding

Funds holding: 190219 (+29)

0.43% less ownership

Funds ownership: 91.39%90.96% (-0.43%)

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
44
Increased
136
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$13.9M +$2.58M +77,771 +21%
Jane Street
27
Jane Street
New York
$13.9M +$14.6M +440,000 New
AssetMark Inc
28
AssetMark Inc
California
$13.4M +$3.16M +95,215 +29%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$13.2M -$360K -10,848 -3%
Stifel Financial
30
Stifel Financial
Missouri
$12.9M +$5.37M +161,740 +65%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$12.3M +$4.49M +135,311 +53%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$12.1M -$2.47M -74,378 -16%
PAG
33
Private Advisor Group
New Jersey
$10.4M +$774K +23,315 +8%
BPA
34
Beacon Pointe Advisors
California
$9.67M +$875K +26,366 +9%
SWM
35
SilverOak Wealth Management
Minnesota
$9.39M +$542K +16,332 +6%
P
36
&Partners
Tennessee
$9.18M +$1.31M +39,414 +16%
QWM
37
Quadcap Wealth Management
Texas
$8.24M +$1.53M +46,099 +21%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$7.99M +$6.31M +190,100 +301%
CIA
39
Concurrent Investment Advisors
Florida
$7.83M -$145K -4,371 -2%
SAG
40
Sentinel Advisory Group
Wisconsin
$7.69M +$8.08M +243,539 New
SI
41
Stephens Inc
Arkansas
$7.46M -$2.67M -80,350 -25%
LCC
42
Lincoln Capital Corp
Rhode Island
$7.44M +$139K +4,186 +2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$7.13M +$7.5M +225,980 New
Truist Financial
44
Truist Financial
North Carolina
$6.99M +$5.61M +168,877 +322%
AWM
45
Aprio Wealth Management
Georgia
$6.96M +$1.14M +34,295 +18%
AIA
46
Armor Investment Advisors
North Carolina
$6.88M +$757K +22,809 +12%
BCI
47
Brinker Capital Investments
Pennsylvania
$6.77M +$1.04M +31,318 +17%
SPIA
48
Steward Partners Investment Advisory
New York
$6.18M +$4.72M +142,105 +265%
SFA
49
Souders Financial Advisors
Ohio
$6M +$302K +9,113 +5%
EL
50
EWA LLC
Pennsylvania
$5.84M +$6.14M +185,005 New