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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

663% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 16

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more capital invested

Capital invested by funds: $837M → $1.13B (+$296M)

23% more funds holding

Funds holding: 154190 (+36)

5.67% less ownership

Funds ownership: 97.06%91.39% (-5.7%)

Holders
190
Holders Change
+36
Holders Change %
+23.38%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
46
Increased
122
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$286K +$1.89K +60 +0.7%
SWMG
152
Sard Wealth Management Group
Georgia
$274K +$52.3K +1,658 +24%
MA
153
Mutual Advisors
Nebraska
$260K +$2.94K +93 +1%
FFA
154
Florida Financial Advisors
Florida
$254K +$13.8K +438 +6%
GWM
155
Geneos Wealth Management
Colorado
$244K +$210K +6,646 +677%
ERIC
156
Eagle Rock Investment Company
Georgia
$241K +$238K +7,546 New
IAIM
157
International Assets Investment Management
Florida
$240K +$238K +7,530 New
LWA
158
Lantern Wealth Advisors
New York
$231K +$228K +7,228 New
BWP
159
Balboa Wealth Partners
Arizona
$226K +$224K +7,093 New
AWM
160
Avaii Wealth Management
Wisconsin
$215K +$568 +18 +0.3%
PFS
161
Prospera Financial Services
Texas
$214K +$212K +6,712 New
RIL
162
Rothschild Investment LLC
Illinois
$198K +$94.7K +3,000 +94%
CF
163
Centaurus Financial
California
$160K -$1.39K -44 -0.9%
Comerica Bank
164
Comerica Bank
Texas
$157K +$34K +1,079 +28%
BFP
165
Birchwood Financial Partners
Minnesota
$125K +$124K +3,927 New
TFA
166
Transamerica Financial Advisors
Florida
$118K +$47.7K +1,513 +69%
JP Morgan Chase
167
JP Morgan Chase
New York
$111K +$98K +3,105 +844%
PTC
168
Private Trust Company
Ohio
$89K
EWA
169
EverSource Wealth Advisors
Alabama
$71.9K +$69.5K +2,203 +4,590%
CIA
170
Cape Investment Advisory
Georgia
$53.7K +$53K +1,681 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$34.2K +$33.8K +1,070 New
FFA
172
Farther Finance Advisors
California
$29.6K +$189 +6 +0.7%
IA
173
IFP Advisors
Florida
$20.5K
AF
174
Allworth Financial
California
$18.3K +$16.3K +515 +873%
Morgan Stanley
175
Morgan Stanley
New York
$17.6K