CGNG

Capital Group New Geography Equity ETF

152 hedge funds and large institutions have $834M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
101
Beckerman Institutional
New Jersey
$391K
ASN
102
Advisory Services Network
Georgia
$379K
MSFS
103
Main Street Financial Solutions
Pennsylvania
$379K
WMA
104
William Mack & Associates
Michigan
$372K
BIP
105
Blueprint Investment Partners
North Carolina
$360K
BFA
106
Blueprint Financial Advisors
North Carolina
$360K
MLRA
107
Main Line Retirement Advisors
Montana
$346K
TWP
108
Tempus Wealth Planning
California
$344K
GCM
109
Glaxis Capital Management
Florida
$337K
Natixis Advisors
110
Natixis Advisors
Massachusetts
$336K
VVP
111
Venture Visionary Partners
Ohio
$332K
MCM
112
MAI Capital Management
Ohio
$331K
SFS
113
Security Financial Services
Indiana
$330K
PA
114
PFG Advisors
Arizona
$328K
IVP
115
Intrinsic Value Partners
Arizona
$323K
GWP
116
Gateway Wealth Partners
Wisconsin
$316K
TCG
117
Transcendent Capital Group
Oklahoma
$311K
CIAS
118
Capital Investment Advisory Services
North Carolina
$303K
SWM
119
Spire Wealth Management
Virginia
$275K
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$275K
OP
121
ORG Partners
Indiana
$267K
MA
122
Mutual Advisors
Nebraska
$254K
GRP
123
Global Retirement Partners
California
$236K
FFA
124
Florida Financial Advisors
Florida
$232K
RIS
125
Richmond Investment Services
Wisconsin
$228K