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CGNG

Capital Group New Geography Equity ETF
CGNG

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: 4 → 9 (+5)

40% more capital invested

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

15% more funds holding

Funds holding: 190 → 219 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$83M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$47M
3
BEI
Benjamin Edwards Inc
Missouri
+$34.8M
4
Wells Fargo
Wells Fargo
California
+$28.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.76M
2
SI
Stephens Inc
Arkansas
-$2.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.47M
5
FHC
First Heartland Consultants
Missouri
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
151
Sovran Advisors
California
$529K +$11K +330 +2%
MCM
152
MAI Capital Management
Ohio
$519K +$114K +3,437 +26%
SFS
153
Security Financial Services
Indiana
$518K +$83.4K +2,512 +18%
PCIA
154
Prime Capital Investment Advisors
Kansas
$516K +$33.2K +1,000 +7%
FPGK
155
Financial Partners Group (Kansas)
Kansas
$504K +$530K +15,956 New
BWM
156
BNB Wealth Management
Maryland
$482K +$74.9K +2,257 +17%
FHC
157
First Heartland Consultants
Missouri
$465K -$1.96M -58,954 -80%
TC
158
Towle & Co
Colorado
$459K +$483K +14,544 New
CIAS
159
Capital Investment Advisory Services
North Carolina
$455K +$142K +4,277 +42%
FFA
160
Florida Financial Advisors
Florida
$453K +$213K +6,407 +81%
JIG
161
Junk Investment Group
Maryland
$427K +$449K +13,528 New
RIS
162
Richmond Investment Services
Wisconsin
$395K +$44.6K +1,344 +12%
MLRA
163
Main Line Retirement Advisors
Montana
$380K +$24.9K +750 +7%
TWP
164
Tempus Wealth Planning
California
$378K -$1.13K -34 -0.3%
CIM
165
Capital Investment Management
Missouri
$374K +$27.4K +826 +7%
RIA
166
Regal Investment Advisors
Michigan
$359K +$378K +11,383 New
PFS
167
Prospera Financial Services
Texas
$359K +$155K +4,667 +70%
AIM
168
Advyzon Investment Management
Illinois
$333K +$34.7K +1,045 +11%
LWA
169
Lantern Wealth Advisors
New York
$328K +$105K +3,158 +44%
SN
170
Sittner & Nelson
Oregon
$312K +$31K +935 +10%
MWM
171
Mission Wealth Management
California
$307K +$323K +9,720 New
SWM
172
Spire Wealth Management
Virginia
$283K – – –
ERIC
173
Eagle Rock Investment Company
Georgia
$282K +$46.5K +1,401 +19%
AWM
174
Apollon Wealth Management
South Carolina
$282K +$297K +8,933 New
MA
175
MCF Advisors
Kentucky
$272K +$286K +8,613 New
5 6
7
8 9

CGNG Hedge Fund Activity: Q1 2026 in Review

219 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q1 2026, worth a combined $1.59B — up 40% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGNG positions and 9 closed out — a net gain of 35 holders — while 136 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $83M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $7.76M sold.

  • 219 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q1 2026, up from 190 in Q4 2025.
  • Funds reported $1.59B of Capital Group New Geography Equity ETF stock for Q1 2026, up 40% quarter-over-quarter.
  • 44 funds opened new Capital Group New Geography Equity ETF positions in Q1 2026 and 9 closed out, a net change of +35 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q1 2026 was LPL Financial, an estimated $83M added.
  • The largest Capital Group New Geography Equity ETF seller in Q1 2026 was Janney Montgomery Scott, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2026.