Capital Group New Geography Equity ETF
CGNG
55 hedge funds and large institutions have $89.7M invested in Capital Group New Geography Equity ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 4 closing their positions.
725% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 4
533% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 3
112% more funds holding
Funds holding: 26 → 55 (+29)
42% more capital invested
Capital invested by funds: $63.2M → $89.7M (+$26.5M)
3.1% less ownership
Funds ownership: 89.86% → 86.76% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$6.85M |
| 2 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
+$4.1M |
| 3 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$2.33M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.94M |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$2.57M |
| 2 |
Jane Street
New York
|
-$1.68M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.46M |
| 4 |
GS
GTS Securities
New York
|
-$676K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCG
51
Transcendent Capital Group
Edmond,
Oklahoma
| $35.6K | +$36.9K | +1,437 | New |
|
|
SFGP
52
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $20.1K | +$20.9K | +812 | New |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $4.21K | +$4.37K | +170 | New |
|
|
AF
54
Allworth Financial
Folsom,
California
| $1.5K | +$1.52K | +59 | New |
|
|
PS
55
Principal Securities
Des Moines,
Iowa
| $248 | +$257 | +10 | New |
|
56
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
57
Stifel Financial
St. Louis,
Missouri
| – | -$1.46M | -55,213 | Closed |
|
|
GS
58
GTS Securities
New York
| – | -$676K | -25,547 | Closed |
|
|
IAIM
59
International Assets Investment Management
Orlando,
Florida
| – | -$739 | -19,569 | Closed |
|
|
FTUS
60
Flow Traders U.S.
New York
| – | -$240K | -9,078 | Closed |
|
CGNG Hedge Fund Activity: Q4 2024 in Review
55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q4 2024, worth a combined $89.7M — up 42% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CGNG positions and 4 closed out — a net gain of 29 holders — while 19 added to existing stakes and 3 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $6.85M. The largest seller was Capital International Investors, cutting an estimated $2.57M.
- 55 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q4 2024, up from 26 in Q3 2024.
- Funds reported $89.7M of Capital Group New Geography Equity ETF stock for Q4 2024, up 42% quarter-over-quarter.
- 33 funds opened new Capital Group New Geography Equity ETF positions in Q4 2024 and 4 closed out, a net change of +29 holders.
- The largest Capital Group New Geography Equity ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $6.85M added.
- The largest Capital Group New Geography Equity ETF seller in Q4 2024 was Capital International Investors, an estimated $2.57M sold.
Based on aggregated 13F filings for Q4 2024.