CGNG

Capital Group New Geography Equity ETF

218 hedge funds and large institutions have $1.57B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
UBS AM
126
UBS AM
Illinois
$903K
TBF
127
True Blue Financial
Michigan
$875K
WIA
128
World Investment Advisors
California
$819K
CWM
129
Clearview Wealth Management
California
$803K
EPW
130
Endeavor Private Wealth
Kansas
$799K
BIP
131
Blueprint Investment Partners
North Carolina
$746K
BFA
132
Blueprint Financial Advisors
North Carolina
$746K
MBC
133
Michael Brady & Co
Ohio
$734K
HWMO
134
Heritage Wealth Management (Ohio)
Ohio
$700K
HAG
135
HighPoint Advisor Group
Illinois
$695K
SEIA
136
Signature Estate & Investment Advisors
California
$684K
SWP
137
Sagespring Wealth Partners
Tennessee
$677K
TCG
138
Transcendent Capital Group
Oklahoma
$663K
BI
139
Beckerman Institutional
New Jersey
$642K
NRW
140
Nova R Wealth
Kansas
$630K
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$630K
SCM
142
Saxony Capital Management
Missouri
$619K
RA
143
RFG Advisory
Alabama
$599K
CWM
144
Cornerstone Wealth Management
Missouri
$586K
SA
145
Sanctuary Advisors
Indiana
$575K
M
146
MOTCO
Texas
$574K
GWM
147
Geneos Wealth Management
Colorado
$572K
DWM
148
Diversify Wealth Management
Utah
$567K
EFL
149
ERn Financial LLC
Wisconsin
$562K
SA
150
Sovran Advisors
California
$529K