CGNG

Capital Group New Geography Equity ETF

185 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 42 funds opening new positions, 121 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$46.5M
2 +$26.7M
3 +$17.2M
4
Wells Fargo
Wells Fargo
California
+$16.8M
5
Osaic Holdings
Osaic Holdings
Arizona
+$15.7M

Top Sellers

1 -$14M
2 -$6.11M
3 -$5.71M
4
Jane Street
Jane Street
New York
-$3.48M
5
SI
Stephens Inc
Arkansas
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
MBC
126
Michael Brady & Co
Ohio
$465K
CWM
127
Cornerstone Wealth Management
Missouri
$456K
SFS
128
Security Financial Services
Indiana
$443K
BI
129
Beckerman Institutional
New Jersey
$420K
BWM
130
BNB Wealth Management
Maryland
$416K
MCM
131
MAI Capital Management
Ohio
$415K
TCG
132
Transcendent Capital Group
Oklahoma
$408K
GS
133
GTS Securities
New York
$398K
TWP
134
Tempus Wealth Planning
California
$384K
AI
135
Atria Investments
North Carolina
$383K
WMA
136
William Mack & Associates
Michigan
$381K
MLRA
137
Main Line Retirement Advisors
Montana
$360K
RIS
138
Richmond Investment Services
Wisconsin
$356K
EFL
139
ERn Financial LLC
Wisconsin
$342K
DAS
140
Diversify Advisory Services
Utah
$331K
CIAS
141
Capital Investment Advisory Services
North Carolina
$324K
CNTOF
142
Canandaigua National Trust of Florida
New York
$305K
SN
143
Sittner & Nelson
Oregon
$304K
AIM
144
Advyzon Investment Management
Illinois
$304K
VW
145
Vantus Wealth
Pennsylvania
$300K
SWM
146
Spire Wealth Management
Virginia
$286K
SWMG
147
Sard Wealth Management Group
Georgia
$274K
MA
148
Mutual Advisors
Nebraska
$260K
FFA
149
Florida Financial Advisors
Florida
$254K
GWM
150
Geneos Wealth Management
Colorado
$244K