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Capital Group New Geography Equity ETF

219 hedge funds and large institutions have $1.59B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 26

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more capital invested

Capital invested by funds: $1.13B → $1.59B (+$458M)

15% more funds holding

Funds holding: 190219 (+29)

0.43% less ownership

Funds ownership: 91.39%90.96% (-0.43%)

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
44
Increased
136
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
126
LaSalle St. Investment Advisors
Illinois
$937K +$116K +3,482 +13%
UBS AM
127
UBS AM
Illinois
$903K +$949K +28,594 New
TBF
128
True Blue Financial
Michigan
$875K +$112K +3,364 +14%
WIA
129
World Investment Advisors
California
$819K +$339K +10,218 +65%
CWM
130
Clearview Wealth Management
California
$803K +$845K +25,443 New
EPW
131
Endeavor Private Wealth
Kansas
$799K +$840K +25,320 New
BIP
132
Blueprint Investment Partners
North Carolina
$746K +$34.9K +1,052 +5%
BFA
133
Blueprint Financial Advisors
North Carolina
$746K +$50.4K +1,518 +7%
MBC
134
Michael Brady & Co
Ohio
$734K +$289K +8,701 +60%
HWMO
135
Heritage Wealth Management (Ohio)
Ohio
$700K +$83.5K +2,516 +13%
HAG
136
HighPoint Advisor Group
Illinois
$695K +$325K +9,802 +80%
SEIA
137
Signature Estate & Investment Advisors
California
$684K +$719K +21,659 New
SWP
138
Sagespring Wealth Partners
Tennessee
$677K +$32.5K +980 +5%
TCG
139
Transcendent Capital Group
Oklahoma
$663K +$273K +8,213 +64%
BI
140
Beckerman Institutional
New Jersey
$642K +$238K +7,163 +54%
NRW
141
Nova R Wealth
Kansas
$630K +$104K +3,128 +19%
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$630K +$170K +5,126 +35%
SCM
143
Saxony Capital Management
Missouri
$619K +$31.4K +946 +5%
RA
144
RFG Advisory
Alabama
$599K +$27.8K +836 +5%
CWM
145
Cornerstone Wealth Management
Missouri
$586K +$143K +4,300 +30%
SA
146
Sanctuary Advisors
Indiana
$575K -$145K -4,378 -19%
M
147
MOTCO
Texas
$574K +$603K +18,178 New
GWM
148
Geneos Wealth Management
Colorado
$572K +$349K +10,500 +138%
DWM
149
Diversify Wealth Management
Utah
$567K +$551K +16,605 New
EFL
150
ERn Financial LLC
Wisconsin
$562K +$235K +7,082 +66%