CGNG

Capital Group New Geography Equity ETF

152 hedge funds and large institutions have $834M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
LF
51
Lantz Financial
Illinois
$2.45M
SAM
52
Smartleaf Asset Management
Massachusetts
$2.32M
EA
53
Ergawealth Advisors
Illinois
$2.21M
PIA
54
Perennial Investment Advisors
California
$2.08M
USCWA
55
U.S. Capital Wealth Advisors
Texas
$2.07M
KWM
56
Kingsview Wealth Management
Oregon
$2.05M
CSP
57
Cary Street Partners
Virginia
$1.97M
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$1.86M
CCFM
59
Clear Creek Financial Management
Washington
$1.85M
MFS
60
McNamara Financial Services
Massachusetts
$1.8M
NF
61
NavPoint Financial
Minnesota
$1.69M
HI
62
Harbour Investments
Wisconsin
$1.61M
BWG
63
Beta Wealth Group
California
$1.59M
GS
64
GTS Securities
New York
$1.58M
MMM
65
Mendel Money Management
Illinois
$1.47M
SPIA
66
Steward Partners Investment Advisory
New York
$1.46M
Truist Financial
67
Truist Financial
North Carolina
$1.41M
CFB
68
Cullen/Frost Bankers
Texas
$1.4M
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$1.33M
CPIA
70
Cornell Pochily Investment Advisors
New York
$1.29M
SP
71
Stablepoint Partners
Massachusetts
$1.29M
Capital International Investors
72
Capital International Investors
California
$1.27M
WWM
73
Western Wealth Management
Colorado
$1.23M
AIFS
74
A&I Financial Services
Colorado
$1.07M
PS
75
Principal Securities
Iowa
$980K