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CGNG

Capital Group New Geography Equity ETF

219 hedge funds and large institutions have $1.59B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 26

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more capital invested

Capital invested by funds: $1.13B → $1.59B (+$458M)

15% more funds holding

Funds holding: 190219 (+29)

0.43% less ownership

Funds ownership: 91.39%90.96% (-0.43%)

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
44
Increased
136
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Ergawealth Advisors
Illinois
$5.49M +$296K +8,928 +5%
NWMG
52
National Wealth Management Group
Ohio
$5.41M +$248K +7,475 +5%
AI
53
Atria Investments
North Carolina
$5.4M +$5.28M +158,987 +1,325%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$5.08M +$1.24M +37,269 +30%
CW
55
Code Waechter
Florida
$5M +$5.25M +158,239 New
EBA
56
Eagle Bay Advisors
New York
$4.79M +$5.03M +151,651 New
NFS
57
NewCorp Financial Services
Georgia
$4.32M +$115K +3,456 +3%
Citadel Advisors
58
Citadel Advisors
Florida
$4.2M +$4.41M +132,940 New
Natixis Advisors
59
Natixis Advisors
Massachusetts
$4.11M +$2.43M +73,355 +129%
JDLA
60
J. Derek Lewis & Associates
California
$4.05M +$735K +22,128 +21%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$4.01M -$174K -5,233 -4%
CFS
62
CRA Financial Services
New Jersey
$3.9M +$1.08M +32,525 +36%
SB
63
Strategic Blueprint
Georgia
$3.87M +$133K +4,005 +3%
BFG
64
Bleakley Financial Group
New Jersey
$3.63M +$385K +11,600 +11%
KAS
65
Kestra Advisory Services
Texas
$3.58M +$3.01M +90,712 +399%
LF
66
Lantz Financial
Illinois
$3.48M +$535K +16,122 +17%
HI
67
Harbour Investments
Wisconsin
$3.48M +$1.31M +39,493 +56%
KWM
68
Kingsview Wealth Management
Oregon
$3.46M +$142K +4,263 +4%
WWM
69
Western Wealth Management
Colorado
$3.3M +$2.06M +62,134 +146%
NF
70
NavPoint Financial
Minnesota
$3.1M +$596K +17,952 +22%
HighTower Advisors
71
HighTower Advisors
Illinois
$3.09M +$3.25M +97,954 New
PIA
72
Perennial Investment Advisors
California
$2.93M +$252K +7,594 +9%
SAM
73
Smartleaf Asset Management
Massachusetts
$2.9M +$312K +9,397 +11%
SWP
74
Stratos Wealth Partners
Ohio
$2.88M -$1.31M -39,497 -30%
FTUS
75
Flow Traders U.S.
New York
$2.85M +$3M +90,348 New