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
Holders
190
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
SWM
151
Spire Wealth Management
Virginia
$286K
SWMG
152
Sard Wealth Management Group
Georgia
$274K
MA
153
Mutual Advisors
Nebraska
$260K
FFA
154
Florida Financial Advisors
Florida
$254K
GWM
155
Geneos Wealth Management
Colorado
$244K
ERIC
156
Eagle Rock Investment Company
Georgia
$241K
IAIM
157
International Assets Investment Management
Florida
$240K
LWA
158
Lantern Wealth Advisors
New York
$231K
BWP
159
Balboa Wealth Partners
Arizona
$226K
AWM
160
Avaii Wealth Management
Wisconsin
$215K
PFS
161
Prospera Financial Services
Texas
$214K
RIL
162
Rothschild Investment LLC
Illinois
$198K
CF
163
Centaurus Financial
California
$160K
Comerica Bank
164
Comerica Bank
Texas
$157K
BFP
165
Birchwood Financial Partners
Minnesota
$125K
TFA
166
Transamerica Financial Advisors
Florida
$118K
JP Morgan Chase
167
JP Morgan Chase
New York
$111K
PTC
168
Private Trust Company
Ohio
$89K
EWA
169
EverSource Wealth Advisors
Alabama
$71.9K
CIA
170
Cape Investment Advisory
Georgia
$53.7K
FHA
171
Flagship Harbor Advisors
Massachusetts
$34.2K
FFA
172
Farther Finance Advisors
California
$29.6K
IA
173
IFP Advisors
Florida
$20.5K
AF
174
Allworth Financial
California
$18.3K
Morgan Stanley
175
Morgan Stanley
New York
$17.6K