CGNG

Capital Group New Geography Equity ETF

150 hedge funds and large institutions have $834M 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, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
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
CCM
126
Cambridge Capital Management
Illinois
$217K
SWMG
127
Sard Wealth Management Group
Georgia
$214K
AWM
128
Avaii Wealth Management
Wisconsin
$207K
CF
129
Centaurus Financial
California
$156K
SN
130
Sittner & Nelson
Oregon
$153K
Comerica Bank
131
Comerica Bank
Texas
$119K
AAS
132
Ameritas Advisory Services
Nebraska
$105K
RIL
133
Rothschild Investment LLC
Illinois
$98.9K
PTC
134
Private Trust Company
Ohio
$86.1K
TFA
135
Transamerica Financial Advisors
Florida
$67.9K
BL
136
BFSG LLC
California
$32.2K
MSWA
137
Marshall & Sterling Wealth Advisors
New York
$31.4K
GWM
138
Geneos Wealth Management
Colorado
$30.3K
FFA
139
Farther Finance Advisors
California
$28.5K
GWSG
140
GPS Wealth Strategies Group
Colorado
$20K
Morgan Stanley
141
Morgan Stanley
New York
$17K
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$14.7K
JP Morgan Chase
143
JP Morgan Chase
New York
$11.4K
NS
144
NBC Securities
Alabama
$8.87K
UBS Group
145
UBS Group
Switzerland
$7.88K
CFD
146
Creative Financial Designs
Indiana
$3.86K
ETC
147
Exchange Traded Concepts
Oklahoma
$1.89K
AF
148
Advisornet Financial
Minnesota
$1.54K
AG
149
AmeriFlex Group
Nevada
$1.48K
EWA
150
EverSource Wealth Advisors
Alabama
$1.48K