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Capital Group New Geography Equity ETF

219 hedge funds and large institutions have $1.59B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 26

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more capital invested

Capital invested by funds: $1.13B → $1.59B (+$458M)

15% more funds holding

Funds holding: 190219 (+29)

0.43% less ownership

Funds ownership: 91.39%90.96% (-0.43%)

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
44
Increased
136
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$1.61M +$519K +15,643 +45%
BWG
102
Beta Wealth Group
California
$1.6M +$3.42K +103 +0.2%
SP
103
Stablepoint Partners
Massachusetts
$1.6M +$190K +5,714 +13%
IFG
104
Independent Financial Group
California
$1.59M +$279K +8,410 +20%
EWP
105
Evergreen Wealth Partners
Montana
$1.55M +$1.63M +49,240 New
MMM
106
Mendel Money Management
Illinois
$1.52M +$97.1K +2,925 +6%
PS
107
Principal Securities
Iowa
$1.52M +$227K +6,836 +17%
CPIA
108
Cornell Pochily Investment Advisors
New York
$1.51M +$127K +3,819 +9%
Mariner
109
Mariner
Kansas
$1.43M +$411K +12,373 +38%
PWM
110
Pines Wealth Management
North Carolina
$1.41M -$56.8K -1,711 -4%
LWM
111
LongView Wealth Management
Georgia
$1.41M -$339K -10,220 -20%
Capital International Investors
112
Capital International Investors
California
$1.32M +$26.1K +787 +2%
IWM
113
IHT Wealth Management
Illinois
$1.28M +$814K +24,532 +154%
CA
114
Claro Advisors
Massachusetts
$1.26M -$56K -1,687 -4%
AIFS
115
A&I Financial Services
Colorado
$1.2M +$41.7K +1,257 +3%
ASN
116
Advisory Services Network
Georgia
$1.18M +$103K +3,096 +9%
GVAG
117
Great Valley Advisor Group
Delaware
$1.14M +$674K +20,306 +129%
LWM
118
Lodestone Wealth Management
Washington
$1.11M +$484K +14,596 +71%
DAS
119
Dynamic Advisor Solutions
Arizona
$1.08M +$87.5K +2,635 +8%
PA
120
PFG Advisors
Arizona
$1.07M +$293K +8,841 +35%
MW
121
Merited Wealth
Florida
$1.02M +$16.1K +484 +2%
IVP
122
Intrinsic Value Partners
Arizona
$993K +$335K +10,100 +47%
VVP
123
Venture Visionary Partners
Ohio
$987K +$70.8K +2,133 +7%
EWA
124
EQ Wealth Advisors
Texas
$983K +$93.5K +2,817 +10%
BWA
125
BlueChip Wealth Advisors
Georgia
$949K +$998K +30,064 New