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CGNG

Capital Group New Geography Equity ETF

154 hedge funds and large institutions have $837M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 1

956% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 9

85% more capital invested

Capital invested by funds: $452M → $837M (+$384M)

34% more funds holding

Funds holding: 115154 (+39)

7.84% more ownership

Funds ownership: 89.21%97.06% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
154
Holders Change
+39
Holders Change %
+33.91%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$980K +$934K +31,678 +105,593%
LWM
77
LongView Wealth Management
Georgia
$974K +$359K +12,179 +63%
AWA
78
Acorn Wealth Advisors
Michigan
$955K +$430K +14,573 +89%
SA
79
Sanctuary Advisors
Indiana
$926K -$226K -7,663 -20%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$893K +$57.9K +1,964 +7%
CA
81
Claro Advisors
Massachusetts
$819K +$37.1K +1,258 +5%
EWA
82
EQ Wealth Advisors
Texas
$798K +$33.9K +1,149 +5%
SFGP
83
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$790K +$754K +25,556 New
IA
84
IFG Advisory
Georgia
$788K +$347K +11,777 +86%
NRW
85
Nova R Wealth
Kansas
$693K +$161K +5,469 +32%
EH
86
Equitable Holdings
New York
$683K +$122K +4,128 +23%
VA
87
Valmark Advisers
Ohio
$663K +$633K +21,457 New
CPWM
88
Cypress Point Wealth Management
Texas
$651K +$281K +9,528 +82%
PAS
89
Park Avenue Securities
New York
$617K +$589K +19,970 New
Bank of America
90
Bank of America
North Carolina
$582K +$555K +18,826 New
RA
91
RFG Advisory
Alabama
$531K +$192K +6,498 +61%
FFS
92
Founders Financial Securities
Maryland
$517K +$30.7K +1,041 +7%
KAS
93
Kestra Advisory Services
Texas
$503K +$91.9K +3,115 +24%
Mariner
94
Mariner
Kansas
$491K +$11.1K +376 +2%
MSAM
95
Moloney Securities Asset Management
Missouri
$487K -$531K -18,000 -53%
IWC
96
Integrated Wealth Concepts
Massachusetts
$482K +$460K +15,586 New
SWP
97
Sagespring Wealth Partners
Tennessee
$476K +$110K +3,742 +32%
SA
98
Sovran Advisors
California
$475K +$22.8K +773 +5%
WIA
99
World Investment Advisors
California
$466K +$234K +7,945 +112%
LWM
100
Lodestone Wealth Management
Washington
$440K +$51.1K +1,731 +14%

CGNG Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q3 2025, worth a combined $837M — up 85% from $452M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGNG positions and 1 closed out — a net gain of 41 holders — while 95 added to existing stakes and 9 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $37.3M. The largest seller was Beta Wealth Group, cutting an estimated $5.47M.

  • 154 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $837M of Capital Group New Geography Equity ETF stock for Q3 2025, up 85% quarter-over-quarter.
  • 42 funds opened new Capital Group New Geography Equity ETF positions in Q3 2025 and 1 closed out, a net change of +41 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $37.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q3 2025 was Beta Wealth Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.