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CGNG

Capital Group New Geography Equity ETF
CGNG

219 hedge funds and large institutions have $1.59B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 26

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

40% more capital invested

Capital invested by funds: $1.13B → $1.59B (+$458M)

15% more funds holding

Funds holding: 190 → 219 (+29)

0.43% less ownership

Funds ownership: 91.39% → 90.96% (-0.43%)

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
44
Increased
136
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$83M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$47M
3
BEI
Benjamin Edwards Inc
Missouri
+$34.8M
4
Wells Fargo
Wells Fargo
California
+$28.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.76M
2
SI
Stephens Inc
Arkansas
-$2.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.47M
5
FHC
First Heartland Consultants
Missouri
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
101
Equitable Holdings
New York
$1.61M +$519K +15,643 +45%
BWG
102
Beta Wealth Group
California
$1.6M +$3.42K +103 +0.2%
SP
103
Stablepoint Partners
Massachusetts
$1.6M +$190K +5,714 +13%
IFG
104
Independent Financial Group
California
$1.59M +$279K +8,410 +20%
EWP
105
Evergreen Wealth Partners
Montana
$1.55M +$1.63M +49,240 New
MMM
106
Mendel Money Management
Illinois
$1.52M +$97.1K +2,925 +6%
PS
107
Principal Securities
Iowa
$1.52M +$227K +6,836 +17%
CPIA
108
Cornell Pochily Investment Advisors
New York
$1.51M +$127K +3,819 +9%
Mariner
109
Mariner
Kansas
$1.43M +$411K +12,373 +38%
PWM
110
Pines Wealth Management
North Carolina
$1.41M -$56.8K -1,711 -4%
LWM
111
LongView Wealth Management
Georgia
$1.41M -$339K -10,220 -20%
Capital International Investors
112
Capital International Investors
California
$1.32M +$26.1K +787 +2%
IWM
113
IHT Wealth Management
Illinois
$1.28M +$814K +24,532 +154%
CA
114
Claro Advisors
Massachusetts
$1.26M -$56K -1,687 -4%
AIFS
115
A&I Financial Services
Colorado
$1.2M +$41.7K +1,257 +3%
ASN
116
Advisory Services Network
Georgia
$1.18M +$103K +3,096 +9%
GVAG
117
Great Valley Advisor Group
Delaware
$1.14M +$674K +20,306 +129%
LWM
118
Lodestone Wealth Management
Washington
$1.11M +$484K +14,596 +71%
DAS
119
Dynamic Advisor Solutions
Arizona
$1.08M +$87.5K +2,635 +8%
PA
120
PFG Advisors
Arizona
$1.07M +$293K +8,841 +35%
MW
121
Merited Wealth
Florida
$1.02M +$16.1K +484 +2%
IVP
122
Intrinsic Value Partners
Arizona
$993K +$335K +10,100 +47%
VVP
123
Venture Visionary Partners
Ohio
$987K +$70.8K +2,133 +7%
EWA
124
EQ Wealth Advisors
Texas
$983K +$93.5K +2,817 +10%
BWA
125
BlueChip Wealth Advisors
Georgia
$949K +$998K +30,064 New
3 4
5
6 7

CGNG Hedge Fund Activity: Q1 2026 in Review

219 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q1 2026, worth a combined $1.59B — up 40% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGNG positions and 9 closed out — a net gain of 35 holders — while 136 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $83M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $7.76M sold.

  • 219 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q1 2026, up from 190 in Q4 2025.
  • Funds reported $1.59B of Capital Group New Geography Equity ETF stock for Q1 2026, up 40% quarter-over-quarter.
  • 44 funds opened new Capital Group New Geography Equity ETF positions in Q1 2026 and 9 closed out, a net change of +35 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q1 2026 was LPL Financial, an estimated $83M added.
  • The largest Capital Group New Geography Equity ETF seller in Q1 2026 was Janney Montgomery Scott, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2026.