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CGNG

Capital Group New Geography Equity ETF

154 hedge funds and large institutions have $837M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 1

956% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 9

85% more capital invested

Capital invested by funds: $452M → $837M (+$384M)

34% more funds holding

Funds holding: 115154 (+39)

7.84% more ownership

Funds ownership: 89.21%97.06% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
154
Holders Change
+39
Holders Change %
+33.91%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
51
Lantz Financial
Illinois
$2.45M +$253K +8,577 +12%
SAM
52
Smartleaf Asset Management
Massachusetts
$2.32M +$2.22M +75,314 New
EA
53
Ergawealth Advisors
Illinois
$2.21M +$1.69M +57,193 +396%
PIA
54
Perennial Investment Advisors
California
$2.08M +$207K +7,013 +12%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$2.07M +$66.2K +2,245 +3%
KWM
56
Kingsview Wealth Management
Oregon
$2.05M +$1.32M +44,765 +206%
CSP
57
Cary Street Partners
Virginia
$1.97M -$67.3K -2,282 -3%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$1.86M +$1.38M +46,842 +354%
CCFM
59
Clear Creek Financial Management
Washington
$1.85M +$73.4K +2,487 +4%
MFS
60
McNamara Financial Services
Massachusetts
$1.8M +$36.4K +1,235 +2%
NF
61
NavPoint Financial
Minnesota
$1.69M +$460K +15,609 +40%
HI
62
Harbour Investments
Wisconsin
$1.61M +$277K +9,378 +22%
BWG
63
Beta Wealth Group
California
$1.59M -$5.47M -185,479 -78%
GS
64
GTS Securities
New York
$1.58M +$274K +9,286 +22%
MMM
65
Mendel Money Management
Illinois
$1.47M +$215K +7,279 +18%
SPIA
66
Steward Partners Investment Advisory
New York
$1.46M +$168K +5,685 +14%
Truist Financial
67
Truist Financial
North Carolina
$1.41M +$954K +32,345 +242%
CFB
68
Cullen/Frost Bankers
Texas
$1.4M +$566K +19,179 +74%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$1.33M +$814K +27,592 +178%
CPIA
70
Cornell Pochily Investment Advisors
New York
$1.29M +$668K +22,639 +118%
SP
71
Stablepoint Partners
Massachusetts
$1.29M +$66.7K +2,260 +6%
Capital International Investors
72
Capital International Investors
California
$1.27M +$17.7K +601 +1%
WWM
73
Western Wealth Management
Colorado
$1.23M +$60.8K +2,062 +5%
IFG
74
Independent Financial Group
California
$1.14M +$687K +23,281 +171%
AIFS
75
A&I Financial Services
Colorado
$1.07M +$158K +5,355 +18%

CGNG Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q3 2025, worth a combined $837M — up 85% from $452M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGNG positions and 1 closed out — a net gain of 41 holders — while 95 added to existing stakes and 9 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $37.3M. The largest seller was Beta Wealth Group, cutting an estimated $5.47M.

  • 154 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $837M of Capital Group New Geography Equity ETF stock for Q3 2025, up 85% quarter-over-quarter.
  • 42 funds opened new Capital Group New Geography Equity ETF positions in Q3 2025 and 1 closed out, a net change of +41 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $37.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q3 2025 was Beta Wealth Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.