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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+31
Holders Change %
+38.27%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
38
Increased
59
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MMM
51
Mendel Money Management
Illinois
$1.16M -$38.5K -1,335 -3%
SP
52
Stablepoint Partners
Massachusetts
$1.14M +$59.9K +2,079 +6%
NF
53
NavPoint Financial
Minnesota
$1.13M +$545K +18,926 +93%
WWM
54
Western Wealth Management
Colorado
$1.09M +$509K +17,667 +88%
MSAM
55
Moloney Securities Asset Management
Missouri
$972K +$160K +5,550 +20%
AIFS
56
A&I Financial Services
Colorado
$838K -$172K -5,960 -17%
MFG
57
Merit Financial Group
Georgia
$828K +$372K +12,901 +81%
Osaic Holdings
58
Osaic Holdings
Arizona
$783K -$1.29M -47,222 -62%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$773K +$3.85K +133 +0.5%
CFB
60
Cullen/Frost Bankers
Texas
$749K +$188K +6,525 +33%
CA
61
Claro Advisors
Massachusetts
$727K +$129K +4,481 +22%
EWA
62
EQ Wealth Advisors
Texas
$711K +$114K +3,942 +19%
KWM
63
Kingsview Wealth Management
Oregon
$625K +$21.8K +758 +4%
AIA
64
Armor Investment Advisors
North Carolina
$621K +$621K +21,563 New
LWM
65
LongView Wealth Management
Georgia
$557K -$86.4K -2,998 -13%
CPIA
66
Cornell Pochily Investment Advisors
New York
$555K +$1.27K +44 +0.2%
EH
67
Equitable Holdings
New York
$518K +$518K +17,987 New
NRW
68
Nova R Wealth
Kansas
$489K +$489K +16,966 New
Stifel Financial
69
Stifel Financial
Missouri
$475K -$901K -31,266 -65%
AWA
70
Acorn Wealth Advisors
Michigan
$471K +$33.1K +1,149 +8%
AssetMark Inc
71
AssetMark Inc
California
$458K +$458K +15,893 New
FFS
72
Founders Financial Securities
Maryland
$452K +$452K +15,701 New
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$447K -$183K -6,339 -29%
Mariner
74
Mariner
Kansas
$447K
AFM
75
Armstrong Fleming & Moore
District of Columbia
$442K +$442K +15,355 New