CGNG

Capital Group New Geography Equity ETF
CGNG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$50.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$31M
3
CGPCS
Capital Group Private Client Services
California
+$18.3M
4
NA
NewEdge Advisors
Louisiana
+$16.6M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$13.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
2
Stifel Financial
Stifel Financial
Missouri
-$901K
3
VF
Virtu Financial
New York
-$870K
4
Capital International Investors
Capital International Investors
California
-$577K
5
OMC
Old Mission Capital
Illinois
-$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
76
Ergawealth Advisors
Illinois
$416K +$416K +14,442 New
PWM
77
Pines Wealth Management
North Carolina
$414K -$14.2K -491 -3%
SA
78
Sovran Advisors
California
$408K +$408K +14,143 New
IA
79
IFG Advisory
Georgia
$395K +$395K +13,724 New
Truist Financial
80
Truist Financial
North Carolina
$386K +$19.2K +668 +5%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$381K +$37.5K +1,300 +11%
KAS
82
Kestra Advisory Services
Texas
$380K +$380K +13,177 New
LWM
83
Lodestone Wealth Management
Washington
$361K +$67.6K +2,348 +23%
ASN
84
Advisory Services Network
Georgia
$349K +$349K +12,211 New
SWP
85
Sagespring Wealth Partners
Tennessee
$336K +$336K +11,647 New
CPWM
86
Cypress Point Wealth Management
Texas
$333K +$333K +11,550 New
SWP
87
Stratos Wealth Partners
Ohio
$327K +$327K +11,356 New
MLRA
88
Main Line Retirement Advisors
Montana
$323K – – –
GCM
89
Glaxis Capital Management
Florida
$314K – – –
BI
90
Beckerman Institutional
New Jersey
$310K +$310K +10,752 New
RA
91
RFG Advisory
Alabama
$308K +$308K +10,684 New
TCG
92
Transcendent Capital Group
Oklahoma
$288K +$288K +9,982 New
GVAG
93
Great Valley Advisor Group
Delaware
$278K +$278K +9,659 New
IVP
94
Intrinsic Value Partners
Arizona
$262K +$262K +9,100 New
ETC
95
Exchange Traded Concepts
Oklahoma
$208K +$208K +7,229 New
WIA
96
World Investment Advisors
California
$205K +$205K +7,120 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$202K +$202K +7,000 New
MCM
98
MAI Capital Management
Ohio
$176K +$176K +6,097 New
CF
99
Centaurus Financial
California
$144K +$144K +5,012 New
OP
100
ORG Partners
Indiana
$142K +$132K +4,584 +1,232%
1 2 3
4
5