Capital Group New Geography Equity ETF
CGNG
83 hedge funds and large institutions have $186M invested in Capital Group New Geography Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 2 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 2
600% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 6
107% more capital invested
Capital invested by funds: $89.7M → $186M (+$96.4M)
51% more funds holding
Funds holding: 55 → 83 (+28)
0.06% more ownership
Funds ownership: 86.76% → 86.82% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.3M |
| 2 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$12.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.56M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$7.63M |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$15.4M |
| 2 |
Jane Street
New York
|
-$2.59M |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$458K |
| 4 |
AFM
Armstrong Fleming & Moore
Washington,
District of Columbia
|
-$226K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $15.9K | +$16.1K | +631 | New |
|
|
OP
77
ORG Partners
Roanoke,
Indiana
| $9.4K | +$9.48K | +372 | New |
|
|
CAWM
78
Capital A Wealth Management
New Castle,
Pennsylvania
| $8.98K | +$9.1K | +357 | New |
|
|
CCM
79
Coldstream Capital Management
Bellevue,
Washington
| $1.69K | +$1.71K | +67 | New |
|
|
AF
80
Allworth Financial
Folsom,
California
| $1.5K | – | – | – |
|
|
AF
81
Advisornet Financial
Minnetonka,
Minnesota
| $1.26K | +$1.27K | +50 | New |
|
|
EWA
82
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.2K | +$1.22K | +48 | New |
|
|
PS
83
Principal Securities
Des Moines,
Iowa
| $248 | – | – | – |
|
84
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
AFM
85
Armstrong Fleming & Moore
Washington,
District of Columbia
| – | -$226K | -9,134 | Closed |
|
|
TCG
86
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$35.6K | -1,437 | Closed |
|
CGNG Hedge Fund Activity: Q1 2025 in Review
83 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q1 2025, worth a combined $186M — up 107% from $89.7M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CGNG positions and 2 closed out — a net gain of 28 holders — while 42 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17.3M. The largest seller was Capital International Investors, cutting an estimated $15.4M.
- 83 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q1 2025, up from 55 in Q4 2024.
- Funds reported $186M of Capital Group New Geography Equity ETF stock for Q1 2025, up 107% quarter-over-quarter.
- 30 funds opened new Capital Group New Geography Equity ETF positions in Q1 2025 and 2 closed out, a net change of +28 holders.
- The largest Capital Group New Geography Equity ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $17.3M added.
- The largest Capital Group New Geography Equity ETF seller in Q1 2025 was Capital International Investors, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2025.