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CGNG

Capital Group New Geography Equity ETF

154 hedge funds and large institutions have $837M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 1

956% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 9

85% more capital invested

Capital invested by funds: $452M → $837M (+$384M)

34% more funds holding

Funds holding: 115154 (+39)

7.84% more ownership

Funds ownership: 89.21%97.06% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
154
Holders Change
+39
Holders Change %
+33.91%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Florida Financial Advisors
Florida
$232K +$222K +7,513 New
RIS
127
Richmond Investment Services
Wisconsin
$228K +$217K +7,369 New
CCM
128
Cambridge Capital Management
Illinois
$217K +$207K +7,030 New
SWMG
129
Sard Wealth Management Group
Georgia
$214K +$205K +6,937 New
AWM
130
Avaii Wealth Management
Wisconsin
$207K +$198K +6,702 New
CF
131
Centaurus Financial
California
$156K +$1.3K +44 +0.9%
SN
132
Sittner & Nelson
Oregon
$153K +$108K +3,655 +281%
Comerica Bank
133
Comerica Bank
Texas
$119K +$17.1K +579 +18%
AAS
134
Ameritas Advisory Services
Nebraska
$105K +$101K +3,413 New
RIL
135
Rothschild Investment LLC
Illinois
$98.9K
PTC
136
Private Trust Company
Ohio
$86.1K
TFA
137
Transamerica Financial Advisors
Florida
$67.9K +$64.8K +2,196 New
BL
138
BFSG LLC
California
$32.2K +$30.7K +1,042 New
MSWA
139
Marshall & Sterling Wealth Advisors
New York
$31.4K +$8.91K +302 +42%
GWM
140
Geneos Wealth Management
Colorado
$30.3K +$28.9K +981 New
FFA
141
Farther Finance Advisors
California
$28.5K +$27.2K +921 New
GWSG
142
GPS Wealth Strategies Group
Colorado
$20K +$19.1K +648 New
IA
143
IFP Advisors
Florida
$19.8K
Morgan Stanley
144
Morgan Stanley
New York
$17K -$1.98K -67 -11%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$14.7K +$14.1K +477 New
JP Morgan Chase
146
JP Morgan Chase
New York
$11.4K +$10.9K +368 New
NS
147
NBC Securities
Alabama
$8.87K +$8.46K +287 New
UBS Group
148
UBS Group
Switzerland
$7.88K +$7.52K +255 New
CFD
149
Creative Financial Designs
Indiana
$3.86K +$3.69K +125 New
ETC
150
Exchange Traded Concepts
Oklahoma
$1.89K -$211K -7,168 -99%

CGNG Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q3 2025, worth a combined $837M — up 85% from $452M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGNG positions and 1 closed out — a net gain of 41 holders — while 95 added to existing stakes and 9 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $37.3M. The largest seller was Beta Wealth Group, cutting an estimated $5.47M.

  • 154 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $837M of Capital Group New Geography Equity ETF stock for Q3 2025, up 85% quarter-over-quarter.
  • 42 funds opened new Capital Group New Geography Equity ETF positions in Q3 2025 and 1 closed out, a net change of +41 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $37.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q3 2025 was Beta Wealth Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.