We are live on ! Find out more
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
EWA
101
EQ Wealth Advisors
Texas
$904K +$78K +2,473 +10%
CPWM
102
Cypress Point Wealth Management
Texas
$899K +$223K +7,065 +34%
LSIA
103
LaSalle St. Investment Advisors
Illinois
$836K +$827K +26,204 New
PA
104
PFG Advisors
Arizona
$796K +$451K +14,293 +135%
TFP
105
TrueWealth Financial Partners
Washington
$777K +$768K +24,341 New
TBF
106
True Blue Financial
Michigan
$777K +$768K +24,341 New
PAS
107
Park Avenue Securities
New York
$736K +$97.1K +3,076 +15%
KAS
108
Kestra Advisory Services
Texas
$726K +$203K +6,438 +40%
BIP
109
Blueprint Investment Partners
North Carolina
$721K +$345K +10,929 +94%
SA
110
Sanctuary Advisors
Indiana
$721K -$233K -7,374 -25%
BFA
111
Blueprint Financial Advisors
North Carolina
$706K +$330K +10,463 +90%
IVP
112
Intrinsic Value Partners
Arizona
$682K +$344K +10,900 +104%
CCM
113
Cambridge Capital Management
Illinois
$673K +$443K +14,040 +200%
LWM
114
Lodestone Wealth Management
Washington
$660K +$203K +6,430 +45%
SWP
115
Sagespring Wealth Partners
Tennessee
$654K +$160K +5,080 +33%
HWMO
116
Heritage Wealth Management (Ohio)
Ohio
$627K +$620K +19,642 New
SCM
117
Saxony Capital Management
Missouri
$596K +$589K +18,655 New
RA
118
RFG Advisory
Alabama
$579K +$30K +952 +6%
GRP
119
Global Retirement Partners
California
$569K +$322K +10,189 +134%
OP
120
ORG Partners
Indiana
$548K +$306K +9,683 +130%
NRW
121
Nova R Wealth
Kansas
$537K -$177K -5,614 -25%
IWM
122
IHT Wealth Management
Illinois
$509K +$503K +15,951 New
GVAG
123
Great Valley Advisor Group
Delaware
$503K +$94.1K +2,981 +23%
WIA
124
World Investment Advisors
California
$502K +$20.6K +652 +4%
GWP
125
Gateway Wealth Partners
Wisconsin
$499K +$170K +5,394 +53%