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CGNG

Capital Group New Geography Equity ETF
CGNG

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: 115 → 154 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M
3
LPL Financial
LPL Financial
California
+$35.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$31.5M
5
CGPCS
Capital Group Private Client Services
California
+$22M

Top Sellers

Rank Fund Capital Flow
1
BWG
Beta Wealth Group
California
-$5.47M
2
Jane Street
Jane Street
New York
-$4.76M
3
FTUS
Flow Traders U.S.
New York
-$3.32M
4
MSAM
Moloney Securities Asset Management
Missouri
-$531K
5
SA
Sanctuary Advisors
Indiana
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
101
Pines Wealth Management
North Carolina
$438K -$3.51K -119 -0.8%
GVAG
102
Great Valley Advisor Group
Delaware
$395K +$91.6K +3,106 +32%
BI
103
Beckerman Institutional
New Jersey
$391K +$56.4K +1,912 +18%
ASN
104
Advisory Services Network
Georgia
$379K +$1.98K +67 +0.5%
MSFS
105
Main Street Financial Solutions
Pennsylvania
$379K +$362K +12,271 New
WMA
106
William Mack & Associates
Michigan
$372K +$3.81K +129 +1%
BFA
107
Blueprint Financial Advisors
North Carolina
$360K +$344K +11,657 New
BIP
108
Blueprint Investment Partners
North Carolina
$360K +$344K +11,657 New
MLRA
109
Main Line Retirement Advisors
Montana
$346K – – –
TWP
110
Tempus Wealth Planning
California
$344K +$328K +11,121 New
GCM
111
Glaxis Capital Management
Florida
$337K – – –
Natixis Advisors
112
Natixis Advisors
Massachusetts
$336K +$321K +10,873 New
VVP
113
Venture Visionary Partners
Ohio
$332K +$317K +10,737 New
MCM
114
MAI Capital Management
Ohio
$331K +$136K +4,615 +76%
SFS
115
Security Financial Services
Indiana
$330K +$315K +10,667 New
PA
116
PFG Advisors
Arizona
$328K +$313K +10,626 New
IVP
117
Intrinsic Value Partners
Arizona
$323K +$39.8K +1,350 +15%
GWP
118
Gateway Wealth Partners
Wisconsin
$316K +$301K +10,219 New
TCG
119
Transcendent Capital Group
Oklahoma
$311K +$2.86K +97 +1%
CIAS
120
Capital Investment Advisory Services
North Carolina
$303K +$82.3K +2,790 +40%
SWM
121
Spire Wealth Management
Virginia
$275K +$263K +8,902 New
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$275K +$262K +8,892 New
OP
123
ORG Partners
Indiana
$267K +$74K +2,509 +51%
MA
124
Mutual Advisors
Nebraska
$254K +$238K +8,065 New
GRP
125
Global Retirement Partners
California
$236K +$85.7K +2,905 +61%
3 4
5
6 7

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.