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CGNG

Capital Group New Geography Equity ETF

190 hedge funds and large institutions have $1.13B invested in Capital Group New Geography Equity ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 16

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more capital invested

Capital invested by funds: $837M → $1.13B (+$296M)

23% more funds holding

Funds holding: 154190 (+36)

5.67% less ownership

Funds ownership: 97.06%91.39% (-5.7%)

Holders
190
Holders Change
+36
Holders Change %
+23.38%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
46
Increased
122
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JDLA
51
J. Derek Lewis & Associates
California
$3.36M +$3.32M +105,281 New
BFG
52
Bleakley Financial Group
New Jersey
$3.3M +$421K +13,348 +15%
LF
53
Lantz Financial
Illinois
$3M +$469K +14,854 +19%
CFS
54
CRA Financial Services
New Jersey
$2.91M +$123K +3,883 +4%
SAM
55
Smartleaf Asset Management
Massachusetts
$2.77M +$348K +11,030 +15%
SCFS
56
Stewardship Concepts Financial Services
Washington
$2.76M +$2.73M +86,388 New
PIA
57
Perennial Investment Advisors
California
$2.72M +$564K +17,870 +27%
AFM
58
Armstrong Fleming & Moore
District of Columbia
$2.71M +$44.7K +1,416 +2%
NFG
59
Nations Financial Group
Iowa
$2.64M -$24.2K -766 -0.9%
NF
60
NavPoint Financial
Minnesota
$2.57M +$806K +25,536 +47%
FHC
61
First Heartland Consultants
Missouri
$2.35M +$2.33M +73,693 New
HI
62
Harbour Investments
Wisconsin
$2.26M +$580K +18,382 +35%
CCFM
63
Clear Creek Financial Management
Washington
$2.21M +$299K +9,464 +16%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$2.19M +$51.4K +1,630 +2%
CSP
65
Cary Street Partners
Virginia
$2.06M +$17.9K +566 +0.9%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$2.02M +$1.99M +63,110 New
SWM
67
Selby Wealth Management
California
$2M +$1.98M +62,647 New
MFS
68
McNamara Financial Services
Massachusetts
$1.89M +$27.8K +880 +2%
CFB
69
Cullen/Frost Bankers
Texas
$1.87M +$421K +13,356 +30%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$1.82M +$1.45M +46,051 +424%
BFS
71
Boyer Financial Services
California
$1.74M +$1.69M +53,436 New
SPIA
72
Steward Partners Investment Advisory
New York
$1.71M +$204K +6,473 +14%
LWM
73
LongView Wealth Management
Georgia
$1.71M +$611K +19,368 +61%
Truist Financial
74
Truist Financial
North Carolina
$1.68M +$213K +6,754 +15%
AWA
75
Acorn Wealth Advisors
Michigan
$1.64M +$645K +20,433 +66%