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
CPWM
101
Cypress Point Wealth Management
Texas
$899K
LSIA
102
LaSalle St. Investment Advisors
Illinois
$836K
PA
103
PFG Advisors
Arizona
$796K
TFP
104
TrueWealth Financial Partners
Washington
$777K
TBF
105
True Blue Financial
Michigan
$777K
PAS
106
Park Avenue Securities
New York
$736K
KAS
107
Kestra Advisory Services
Texas
$726K
BIP
108
Blueprint Investment Partners
North Carolina
$721K
SA
109
Sanctuary Advisors
Indiana
$721K
BFA
110
Blueprint Financial Advisors
North Carolina
$706K
IVP
111
Intrinsic Value Partners
Arizona
$682K
CCM
112
Cambridge Capital Management
Illinois
$673K
LWM
113
Lodestone Wealth Management
Washington
$660K
SWP
114
Sagespring Wealth Partners
Tennessee
$654K
HWMO
115
Heritage Wealth Management (Ohio)
Ohio
$627K
SCM
116
Saxony Capital Management
Missouri
$596K
RA
117
RFG Advisory
Alabama
$579K
GRP
118
Global Retirement Partners
California
$569K
OP
119
ORG Partners
Indiana
$548K
NRW
120
Nova R Wealth
Kansas
$537K
IWM
121
IHT Wealth Management
Illinois
$509K
GVAG
122
Great Valley Advisor Group
Delaware
$503K
WIA
123
World Investment Advisors
California
$502K
GWP
124
Gateway Wealth Partners
Wisconsin
$499K
SA
125
Sovran Advisors
California
$496K