CGNG

Capital Group New Geography Equity ETF

114 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 38 funds opening new positions, 61 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
76
Armstrong Fleming & Moore
District of Columbia
$442K
EA
77
Ergawealth Advisors
Illinois
$416K
PWM
78
Pines Wealth Management
North Carolina
$414K
SA
79
Sovran Advisors
California
$408K
IA
80
IFG Advisory
Georgia
$395K
Truist Financial
81
Truist Financial
North Carolina
$386K
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$381K
KAS
83
Kestra Advisory Services
Texas
$380K
LWM
84
Lodestone Wealth Management
Washington
$361K
ASN
85
Advisory Services Network
Georgia
$349K
WMA
86
William Mack & Associates
Michigan
$343K
SWP
87
Sagespring Wealth Partners
Tennessee
$336K
CPWM
88
Cypress Point Wealth Management
Texas
$333K
SWP
89
Stratos Wealth Partners
Ohio
$327K
MLRA
90
Main Line Retirement Advisors
Montana
$323K
GCM
91
Glaxis Capital Management
Florida
$314K
BI
92
Beckerman Institutional
New Jersey
$310K
RA
93
RFG Advisory
Alabama
$308K
TCG
94
Transcendent Capital Group
Oklahoma
$288K
GVAG
95
Great Valley Advisor Group
Delaware
$278K
IVP
96
Intrinsic Value Partners
Arizona
$262K
ETC
97
Exchange Traded Concepts
Oklahoma
$208K
WIA
98
World Investment Advisors
California
$205K
CIAS
99
Capital Investment Advisory Services
North Carolina
$202K
MCM
100
MAI Capital Management
Ohio
$176K