CGNG

Capital Group New Geography Equity ETF

153 hedge funds and large institutions have $835M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
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
LWM
76
LongView Wealth Management
Georgia
$974K
AWA
77
Acorn Wealth Advisors
Michigan
$955K
SA
78
Sanctuary Advisors
Indiana
$926K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$893K
CA
80
Claro Advisors
Massachusetts
$819K
EWA
81
EQ Wealth Advisors
Texas
$798K
SFGP
82
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$790K
IA
83
IFG Advisory
Georgia
$788K
NRW
84
Nova R Wealth
Kansas
$693K
EH
85
Equitable Holdings
New York
$683K
VA
86
Valmark Advisers
Ohio
$663K
CPWM
87
Cypress Point Wealth Management
Texas
$651K
PAS
88
Park Avenue Securities
New York
$617K
Bank of America
89
Bank of America
North Carolina
$582K
RA
90
RFG Advisory
Alabama
$531K
FFS
91
Founders Financial Securities
Maryland
$517K
KAS
92
Kestra Advisory Services
Texas
$503K
Mariner
93
Mariner
Kansas
$491K
MSAM
94
Moloney Securities Asset Management
Missouri
$487K
IWC
95
Integrated Wealth Concepts
Massachusetts
$482K
SWP
96
Sagespring Wealth Partners
Tennessee
$476K
SA
97
Sovran Advisors
California
$475K
WIA
98
World Investment Advisors
California
$466K
LWM
99
Lodestone Wealth Management
Washington
$440K
PWM
100
Pines Wealth Management
North Carolina
$438K