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CGNG

Capital Group New Geography Equity ETF

190 hedge funds and large institutions have $1.13B invested in Capital Group New Geography Equity ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 16

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more capital invested

Capital invested by funds: $837M → $1.13B (+$296M)

23% more funds holding

Funds holding: 154190 (+36)

5.67% less ownership

Funds ownership: 97.06%91.39% (-5.7%)

Holders
190
Holders Change
+36
Holders Change %
+23.38%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
46
Increased
122
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$1.62M +$236K +7,472 +17%
BWG
77
Beta Wealth Group
California
$1.61M -$28.5K -902 -2%
PWM
78
Pines Wealth Management
North Carolina
$1.48M +$1.02M +32,218 +227%
MMM
79
Mendel Money Management
Illinois
$1.45M -$71.9K -2,280 -5%
SP
80
Stablepoint Partners
Massachusetts
$1.43M +$95.9K +3,040 +7%
SFGP
81
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.42M +$596K +18,896 +74%
CPIA
82
Cornell Pochily Investment Advisors
New York
$1.41M +$69.4K +2,198 +5%
WWM
83
Western Wealth Management
Colorado
$1.36M +$84.1K +2,664 +7%
IFG
84
Independent Financial Group
California
$1.34M +$160K +5,061 +14%
CA
85
Claro Advisors
Massachusetts
$1.33M +$479K +15,195 +57%
FFS
86
Founders Financial Securities
Maryland
$1.32M +$778K +24,661 +147%
PS
87
Principal Securities
Iowa
$1.32M +$302K +9,575 +30%
Capital International Investors
88
Capital International Investors
California
$1.31M -$7.35K -233 -0.6%
BL
89
BFSG LLC
California
$1.23M +$1.19M +37,579 +3,606%
AIFS
90
A&I Financial Services
Colorado
$1.17M +$72.5K +2,296 +7%
EH
91
Equitable Holdings
New York
$1.11M +$395K +12,521 +57%
ASN
92
Advisory Services Network
Georgia
$1.09M +$691K +21,900 +178%
Mariner
93
Mariner
Kansas
$1.05M +$535K +16,969 +107%
MW
94
Merited Wealth
Florida
$1.01M +$1M +31,776 New
DAS
95
Dynamic Advisor Solutions
Arizona
$1.01M +$996K +31,573 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$1M +$499K +15,799 +101%
VA
97
Valmark Advisers
Ohio
$987K +$298K +9,457 +44%
IA
98
IFG Advisory
Georgia
$955K +$139K +4,398 +17%
VVP
99
Venture Visionary Partners
Ohio
$930K +$580K +18,396 +171%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$910K +$512K +16,223 +132%