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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMM
51
Mendel Money Management
Illinois
$1.16M
SP
52
Stablepoint Partners
Massachusetts
$1.14M
NF
53
NavPoint Financial
Minnesota
$1.13M
WWM
54
Western Wealth Management
Colorado
$1.09M
MSAM
55
Moloney Securities Asset Management
Missouri
$972K
AIFS
56
A&I Financial Services
Colorado
$838K
MFG
57
Merit Financial Group
Georgia
$828K
Osaic Holdings
58
Osaic Holdings
Arizona
$783K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$773K
CFB
60
Cullen/Frost Bankers
Texas
$749K
CA
61
Claro Advisors
Massachusetts
$727K
EWA
62
EQ Wealth Advisors
Texas
$711K
KWM
63
Kingsview Wealth Management
Oregon
$625K
AIA
64
Armor Investment Advisors
North Carolina
$621K
LWM
65
LongView Wealth Management
Georgia
$557K
CPIA
66
Cornell Pochily Investment Advisors
New York
$555K
EH
67
Equitable Holdings
New York
$518K
NRW
68
Nova R Wealth
Kansas
$489K
Stifel Financial
69
Stifel Financial
Missouri
$475K
AWA
70
Acorn Wealth Advisors
Michigan
$471K
AssetMark Inc
71
AssetMark Inc
California
$458K
FFS
72
Founders Financial Securities
Maryland
$452K
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$447K
Mariner
74
Mariner
Kansas
$447K
AFM
75
Armstrong Fleming & Moore
District of Columbia
$442K