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CGNG

Capital Group New Geography Equity ETF
CGNG

115 hedge funds and large institutions have $452M invested in Capital Group New Geography Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 8

550% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 6

143% more capital invested

Capital invested by funds: $186M → $452M (+$266M)

39% more funds holding

Funds holding: 83 → 115 (+32)

2.39% more ownership

Funds ownership: 86.82% → 89.21% (+2.4%)

Holders
115
Holders Change
+32
Holders Change %
+38.55%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
61
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$46.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$28.5M
3
CGPCS
Capital Group Private Client Services
California
+$16.8M
4
NA
NewEdge Advisors
Louisiana
+$15.2M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$870K
2
Stifel Financial
Stifel Financial
Missouri
-$827K
3
OMC
Old Mission Capital
Illinois
-$540K
4
Capital International Investors
Capital International Investors
California
-$529K
5
JWBC
John W. Brooker & Co
California
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
76
Armstrong Fleming & Moore
District of Columbia
$442K +$406K +15,355 New
EA
77
Ergawealth Advisors
Illinois
$416K +$382K +14,442 New
PWM
78
Pines Wealth Management
North Carolina
$414K -$13K -491 -3%
SA
79
Sovran Advisors
California
$408K +$374K +14,143 New
IA
80
IFG Advisory
Georgia
$395K +$363K +13,724 New
IFG
81
Independent Financial Group
California
$392K +$359K +13,594 New
Truist Financial
82
Truist Financial
North Carolina
$386K +$17.7K +668 +5%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$381K +$34.4K +1,300 +11%
KAS
84
Kestra Advisory Services
Texas
$380K +$348K +13,177 New
LWM
85
Lodestone Wealth Management
Washington
$361K +$62.1K +2,348 +23%
ASN
86
Advisory Services Network
Georgia
$349K +$323K +12,211 New
WMA
87
William Mack & Associates
Michigan
$343K – – –
SWP
88
Sagespring Wealth Partners
Tennessee
$336K +$308K +11,647 New
CPWM
89
Cypress Point Wealth Management
Texas
$333K +$305K +11,550 New
SWP
90
Stratos Wealth Partners
Ohio
$327K +$300K +11,356 New
MLRA
91
Main Line Retirement Advisors
Montana
$323K – – –
GCM
92
Glaxis Capital Management
Florida
$314K – – –
BI
93
Beckerman Institutional
New Jersey
$310K +$284K +10,752 New
RA
94
RFG Advisory
Alabama
$308K +$282K +10,684 New
TCG
95
Transcendent Capital Group
Oklahoma
$288K +$264K +9,982 New
GVAG
96
Great Valley Advisor Group
Delaware
$278K +$255K +9,659 New
IVP
97
Intrinsic Value Partners
Arizona
$262K +$241K +9,100 New
ETC
98
Exchange Traded Concepts
Oklahoma
$208K +$191K +7,229 New
WIA
99
World Investment Advisors
California
$205K +$188K +7,120 New
CIAS
100
Capital Investment Advisory Services
North Carolina
$202K +$185K +7,000 New
1 2 3
4
5

CGNG Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q2 2025, worth a combined $452M — up 143% from $186M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CGNG positions and 6 closed out — a net gain of 33 holders — while 61 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Virtu Financial, exiting entirely with an estimated $870K sold.

  • 115 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q2 2025, up from 83 in Q1 2025.
  • Funds reported $452M of Capital Group New Geography Equity ETF stock for Q2 2025, up 143% quarter-over-quarter.
  • 39 funds opened new Capital Group New Geography Equity ETF positions in Q2 2025 and 6 closed out, a net change of +33 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $46.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q2 2025 was Virtu Financial, an estimated $870K sold.

Based on aggregated 13F filings for Q2 2025.