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CGNG

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
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