CGNG

Capital Group New Geography Equity ETF

153 hedge funds and large institutions have $835M 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, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
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
GVAG
101
Great Valley Advisor Group
Delaware
$395K
BI
102
Beckerman Institutional
New Jersey
$391K
ASN
103
Advisory Services Network
Georgia
$379K
MSFS
104
Main Street Financial Solutions
Pennsylvania
$379K
WMA
105
William Mack & Associates
Michigan
$372K
BIP
106
Blueprint Investment Partners
North Carolina
$360K
BFA
107
Blueprint Financial Advisors
North Carolina
$360K
MLRA
108
Main Line Retirement Advisors
Montana
$346K
TWP
109
Tempus Wealth Planning
California
$344K
GCM
110
Glaxis Capital Management
Florida
$337K
Natixis Advisors
111
Natixis Advisors
Massachusetts
$336K
VVP
112
Venture Visionary Partners
Ohio
$332K
MCM
113
MAI Capital Management
Ohio
$331K
SFS
114
Security Financial Services
Indiana
$330K
PA
115
PFG Advisors
Arizona
$328K
IVP
116
Intrinsic Value Partners
Arizona
$323K
GWP
117
Gateway Wealth Partners
Wisconsin
$316K
TCG
118
Transcendent Capital Group
Oklahoma
$311K
CIAS
119
Capital Investment Advisory Services
North Carolina
$303K
SWM
120
Spire Wealth Management
Virginia
$275K
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$275K
OP
122
ORG Partners
Indiana
$267K
MA
123
Mutual Advisors
Nebraska
$254K
GRP
124
Global Retirement Partners
California
$236K
FFA
125
Florida Financial Advisors
Florida
$232K