CGNG

Capital Group New Geography Equity ETF
CGNG

Overview Fund Activity

81 hedge funds and large institutions have $185M invested in Capital Group New Geography Equity ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+26
Holders Change %
+47.27%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.5M
2
CGPCS
Capital Group Private Client Services
California
$26.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.82M
4
Raymond James Financial
Raymond James Financial
Florida
$8.07M
5
BWG
Beta Wealth Group
California
$5.88M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.52M
2
Jane Street
Jane Street
New York
$462K
3
MSAM
Moloney Securities Asset Management
Missouri
$710K
4
AFM
Armstrong Fleming & Moore
District of Columbia
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$527K +$117K +4,653 +29%
CA
52
Claro Advisors
Massachusetts
$522K +$178K +7,082 +52%
EWA
53
EQ Wealth Advisors
Texas
$522K +$217K +8,626 +71%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$511K +$511K +20,197 New
NF
55
NavPoint Financial
Minnesota
$511K +$511K +20,297 New
WWM
56
Western Wealth Management
Colorado
$505K +$172K +6,856 +52%
CFB
57
Cullen/Frost Bankers
Texas
$490K +$490K +19,484 New
CPIA
58
Cornell Pochily Investment Advisors
New York
$483K +$230K +9,127 +91%
Jane Street
59
Jane Street
New York
$462K -$2.56M -101,652 -85%
MFG
60
Merit Financial Group
Georgia
$399K +$399K +15,856 New
USCWA
61
U.S. Capital Wealth Advisors
Texas
$392K +$392K +15,567 New
Mariner
62
Mariner
Kansas
$390K – – –
AWA
63
Acorn Wealth Advisors
Michigan
$382K +$67.1K +2,666 +21%
PWM
64
Pines Wealth Management
North Carolina
$333K -$85.4K -3,794 -20%
Truist Financial
65
Truist Financial
North Carolina
$320K +$320K +12,717 New
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$300K +$1.26K +50 +0.4%
MLRA
67
Main Line Retirement Advisors
Montana
$282K – – –
GCM
68
Glaxis Capital Management
Florida
$274K +$274K +10,900 New
LWM
69
Lodestone Wealth Management
Washington
$256K +$11.6K +460 +5%
JWBC
70
John W. Brooker & Co
California
$216K +$216K +8,594 New
Comerica Bank
71
Comerica Bank
Texas
$87.2K +$3.55K +141 +4%
RIL
72
Rothschild Investment LLC
Illinois
$25.2K +$25.2K +1,000 New
SFG
73
Stonebridge Financial Group
Pennsylvania
$20.4K – – –
IA
74
IFP Advisors
Florida
$15.9K +$15.9K +631 New
OP
75
ORG Partners
Indiana
$9.4K +$9.4K +372 New
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