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CGNG

Capital Group New Geography Equity ETF

190 hedge funds and large institutions have $1.13B invested in Capital Group New Geography Equity ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 16

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more capital invested

Capital invested by funds: $837M → $1.13B (+$296M)

23% more funds holding

Funds holding: 154190 (+36)

5.67% less ownership

Funds ownership: 97.06%91.39% (-5.7%)

Holders
190
Holders Change
+36
Holders Change %
+23.38%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
46
Increased
122
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sovran Advisors
California
$496K -$1.8K -57 -0.4%
PCIA
127
Prime Capital Investment Advisors
Kansas
$490K +$484K +15,350 New
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$473K +$187K +5,928 +67%
MBC
129
Michael Brady & Co
Ohio
$465K +$459K +14,553 New
CWM
130
Cornerstone Wealth Management
Missouri
$456K +$450K +14,275 New
SFS
131
Security Financial Services
Indiana
$443K +$101K +3,215 +30%
BI
132
Beckerman Institutional
New Jersey
$420K +$15.6K +494 +4%
BWM
133
BNB Wealth Management
Maryland
$416K +$411K +13,019 New
MCM
134
MAI Capital Management
Ohio
$415K +$72.2K +2,289 +21%
TCG
135
Transcendent Capital Group
Oklahoma
$408K +$85.2K +2,701 +27%
GS
136
GTS Securities
New York
$398K -$1.22M -38,719 -76%
HAG
137
HighPoint Advisor Group
Illinois
$390K +$385K +12,210 New
TWP
138
Tempus Wealth Planning
California
$384K +$28.3K +898 +8%
AI
139
Atria Investments
North Carolina
$383K +$379K +11,996 New
WMA
140
William Mack & Associates
Michigan
$381K -$4.07K -129 -1%
MLRA
141
Main Line Retirement Advisors
Montana
$360K +$2.4K +76 +0.7%
RIS
142
Richmond Investment Services
Wisconsin
$356K +$120K +3,791 +51%
CIM
143
Capital Investment Management
Missouri
$352K +$348K +11,014 New
EFL
144
ERn Financial LLC
Wisconsin
$342K +$338K +10,707 New
DAS
145
Diversify Advisory Services
Utah
$331K +$313K +9,921 New
CIAS
146
Capital Investment Advisory Services
North Carolina
$324K +$11.1K +352 +4%
CNTOF
147
Canandaigua National Trust of Florida
New York
$305K +$302K +9,565 New
SN
148
Sittner & Nelson
Oregon
$304K +$126K +3,978 +80%
AIM
149
Advyzon Investment Management
Illinois
$304K +$300K +9,518 New
VW
150
Vantus Wealth
Pennsylvania
$300K +$296K +9,395 New