CGNG

Capital Group New Geography Equity ETF

218 hedge funds and large institutions have $1.57B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
BWG
101
Beta Wealth Group
California
$1.6M
SP
102
Stablepoint Partners
Massachusetts
$1.6M
IFG
103
Independent Financial Group
California
$1.59M
EWP
104
Evergreen Wealth Partners
Montana
$1.55M
MMM
105
Mendel Money Management
Illinois
$1.52M
PS
106
Principal Securities
Iowa
$1.52M
CPIA
107
Cornell Pochily Investment Advisors
New York
$1.51M
Mariner
108
Mariner
Kansas
$1.43M
PWM
109
Pines Wealth Management
North Carolina
$1.41M
LWM
110
LongView Wealth Management
Georgia
$1.41M
Capital International Investors
111
Capital International Investors
California
$1.32M
IWM
112
IHT Wealth Management
Illinois
$1.28M
CA
113
Claro Advisors
Massachusetts
$1.26M
AIFS
114
A&I Financial Services
Colorado
$1.2M
ASN
115
Advisory Services Network
Georgia
$1.18M
GVAG
116
Great Valley Advisor Group
Delaware
$1.14M
LWM
117
Lodestone Wealth Management
Washington
$1.11M
DAS
118
Dynamic Advisor Solutions
Arizona
$1.08M
PA
119
PFG Advisors
Arizona
$1.07M
MW
120
Merited Wealth
Florida
$1.02M
IVP
121
Intrinsic Value Partners
Arizona
$993K
VVP
122
Venture Visionary Partners
Ohio
$987K
EWA
123
EQ Wealth Advisors
Texas
$983K
BWA
124
BlueChip Wealth Advisors
Georgia
$949K
LSIA
125
LaSalle St. Investment Advisors
Illinois
$937K