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
Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Pennsylvania Capital Management
Pennsylvania
$272K
SWMG
177
Sard Wealth Management Group
Georgia
$271K
HF
178
HRT Financial
New York
$270K
FFG
179
Fortress Financial Group
Minnesota
$265K
BFP
180
Birchwood Financial Partners
Minnesota
$260K
WMA
181
William Mack & Associates
Michigan
$249K
IAIM
182
International Assets Investment Management
Florida
$239K
TFA
183
Transamerica Financial Advisors
Florida
$239K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$234K
PWM
185
Perigon Wealth Management
California
$227K
VWA
186
Visionary Wealth Advisors
Illinois
$227K
TWM
187
Tradition Wealth Management
Minnesota
$226K
BWP
188
Balboa Wealth Partners
Arizona
$223K
Betterment LLC
189
Betterment LLC
New York
$221K
AWM
190
Avaii Wealth Management
Wisconsin
$201K
PTC
191
Private Trust Company
Ohio
$159K
CF
192
Centaurus Financial
California
$158K
FFA
193
Farther Finance Advisors
California
$119K
EWA
194
EverSource Wealth Advisors
Alabama
$71.1K
RCM
195
Richardson Capital Management
Wisconsin
$66.3K
JP Morgan Chase
196
JP Morgan Chase
New York
$34.1K
IA
197
IFP Advisors
Florida
$23.6K
AF
198
Allworth Financial
California
$18.1K
Morgan Stanley
199
Morgan Stanley
New York
$17.4K
RF
200
Rossby Financial
Florida
$15.2K