CGNG

Capital Group New Geography Equity ETF

152 hedge funds and large institutions have $834M 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, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$893K
CA
79
Claro Advisors
Massachusetts
$819K
EWA
80
EQ Wealth Advisors
Texas
$798K
SFG
81
Stonebridge Financial Group
Pennsylvania
$790K
IA
82
IFG Advisory
Georgia
$788K
NRW
83
Nova R Wealth
Kansas
$693K
EH
84
Equitable Holdings
New York
$683K
VA
85
Valmark Advisers
Ohio
$663K
CPWM
86
Cypress Point Wealth Management
Texas
$651K
PAS
87
Park Avenue Securities
New York
$617K
Bank of America
88
Bank of America
North Carolina
$582K
RA
89
RFG Advisory
Alabama
$531K
FFS
90
Founders Financial Securities
Maryland
$517K
KAS
91
Kestra Advisory Services
Texas
$503K
Mariner
92
Mariner
Kansas
$491K
MSAM
93
Moloney Securities Asset Management
Missouri
$487K
IWC
94
Integrated Wealth Concepts
Massachusetts
$482K
SWP
95
Sagespring Wealth Partners
Tennessee
$476K
SA
96
Sovran Advisors
California
$475K
WIA
97
World Investment Advisors
California
$466K
LWM
98
Lodestone Wealth Management
Washington
$440K
PWM
99
Pines Wealth Management
North Carolina
$438K
GVAG
100
Great Valley Advisor Group
Delaware
$395K