CGNG

Capital Group New Geography Equity ETF

188 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 45 funds opening new positions, 121 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$46.5M
2 +$26.7M
3 +$17.2M
4
Wells Fargo
Wells Fargo
California
+$16.8M
5
Osaic Holdings
Osaic Holdings
Arizona
+$15.7M

Top Sellers

1 -$14M
2 -$6.11M
3 -$5.71M
4
Jane Street
Jane Street
New York
-$3.48M
5
SI
Stephens Inc
Arkansas
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$1.62M
BWG
77
Beta Wealth Group
California
$1.61M
PWM
78
Pines Wealth Management
North Carolina
$1.48M
MMM
79
Mendel Money Management
Illinois
$1.45M
SP
80
Stablepoint Partners
Massachusetts
$1.43M
SFGP
81
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.42M
CPIA
82
Cornell Pochily Investment Advisors
New York
$1.41M
WWM
83
Western Wealth Management
Colorado
$1.36M
CA
84
Claro Advisors
Massachusetts
$1.33M
FFS
85
Founders Financial Securities
Maryland
$1.32M
PS
86
Principal Securities
Iowa
$1.32M
Capital International Investors
87
Capital International Investors
California
$1.31M
BL
88
BFSG LLC
California
$1.23M
AIFS
89
A&I Financial Services
Colorado
$1.17M
EH
90
Equitable Holdings
New York
$1.11M
ASN
91
Advisory Services Network
Georgia
$1.09M
Mariner
92
Mariner
Kansas
$1.05M
MW
93
Merited Wealth
Florida
$1.01M
DAS
94
Dynamic Advisor Solutions
Arizona
$1.01M
IWC
95
Integrated Wealth Concepts
Massachusetts
$1M
VA
96
Valmark Advisers
Ohio
$987K
IA
97
IFG Advisory
Georgia
$955K
VVP
98
Venture Visionary Partners
Ohio
$930K
MSFS
99
Main Street Financial Solutions
Pennsylvania
$910K
EWA
100
EQ Wealth Advisors
Texas
$904K