CGNG

Capital Group New Geography Equity ETF

114 hedge funds and large institutions have $452M invested in Capital Group New Geography Equity ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
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
Capital International Investors
51
Capital International Investors
California
$1.17M
MMM
52
Mendel Money Management
Illinois
$1.16M
SP
53
Stablepoint Partners
Massachusetts
$1.14M
NF
54
NavPoint Financial
Minnesota
$1.13M
WWM
55
Western Wealth Management
Colorado
$1.09M
SA
56
Sanctuary Advisors
Indiana
$1.08M
MSAM
57
Moloney Securities Asset Management
Missouri
$972K
AIFS
58
A&I Financial Services
Colorado
$838K
MFG
59
Merit Financial Group
Georgia
$828K
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$773K
CFB
61
Cullen/Frost Bankers
Texas
$749K
CA
62
Claro Advisors
Massachusetts
$727K
EWA
63
EQ Wealth Advisors
Texas
$711K
KWM
64
Kingsview Wealth Management
Oregon
$625K
AIA
65
Armor Investment Advisors
North Carolina
$621K
LWM
66
LongView Wealth Management
Georgia
$557K
CPIA
67
Cornell Pochily Investment Advisors
New York
$555K
EH
68
Equitable Holdings
New York
$518K
NRW
69
Nova R Wealth
Kansas
$489K
Stifel Financial
70
Stifel Financial
Missouri
$475K
AWA
71
Acorn Wealth Advisors
Michigan
$471K
AssetMark Inc
72
AssetMark Inc
California
$458K
FFS
73
Founders Financial Securities
Maryland
$452K
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$447K
Mariner
75
Mariner
Kansas
$447K