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.

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 Market Value Shares Shares
Change
Shares
Change %
EA
76
Ergawealth Advisors
Illinois
$416K 14,442 +14,442 New
PWM
77
Pines Wealth Management
North Carolina
$414K 14,307 -491 -3%
SA
78
Sovran Advisors
California
$408K 14,143 +14,143 New
IA
79
IFG Advisory
Georgia
$395K 13,724 +13,724 New
Truist Financial
80
Truist Financial
North Carolina
$386K 13,385 +668 +5%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$381K 13,220 +1,300 +11%
KAS
82
Kestra Advisory Services
Texas
$380K 13,177 +13,177 New
LWM
83
Lodestone Wealth Management
Washington
$361K 12,514 +2,348 +23%
ASN
84
Advisory Services Network
Georgia
$349K 12,211 +12,211 New
SWP
85
Sagespring Wealth Partners
Tennessee
$336K 11,647 +11,647 New
CPWM
86
Cypress Point Wealth Management
Texas
$333K 11,550 +11,550 New
SWP
87
Stratos Wealth Partners
Ohio
$327K 11,356 +11,356 New
MLRA
88
Main Line Retirement Advisors
Montana
$323K 11,200
GCM
89
Glaxis Capital Management
Florida
$314K 10,900
BI
90
Beckerman Institutional
New Jersey
$310K 10,752 +10,752 New
RA
91
RFG Advisory
Alabama
$308K 10,684 +10,684 New
TCG
92
Transcendent Capital Group
Oklahoma
$288K 9,982 +9,982 New
GVAG
93
Great Valley Advisor Group
Delaware
$278K 9,659 +9,659 New
IVP
94
Intrinsic Value Partners
Arizona
$262K 9,100 +9,100 New
ETC
95
Exchange Traded Concepts
Oklahoma
$208K 7,229 +7,229 New
WIA
96
World Investment Advisors
California
$205K 7,120 +7,120 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$202K 7,000 +7,000 New
MCM
98
MAI Capital Management
Ohio
$176K 6,097 +6,097 New
CF
99
Centaurus Financial
California
$144K 5,012 +5,012 New
OP
100
ORG Partners
Indiana
$142K 4,956 +4,584 +1,232%