CGNG

Capital Group New Geography Equity ETF

218 hedge funds and large institutions have $1.57B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
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
SWMG
176
Sard Wealth Management Group
Georgia
$271K
HF
177
HRT Financial
New York
$270K
FFG
178
Fortress Financial Group
Minnesota
$265K
BFP
179
Birchwood Financial Partners
Minnesota
$260K
WMA
180
William Mack & Associates
Michigan
$249K
IAIM
181
International Assets Investment Management
Florida
$239K
TFA
182
Transamerica Financial Advisors
Florida
$239K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$234K
PWM
184
Perigon Wealth Management
California
$227K
VWA
185
Visionary Wealth Advisors
Illinois
$227K
TWM
186
Tradition Wealth Management
Minnesota
$226K
BWP
187
Balboa Wealth Partners
Arizona
$223K
Betterment LLC
188
Betterment LLC
New York
$221K
AWM
189
Avaii Wealth Management
Wisconsin
$201K
PTC
190
Private Trust Company
Ohio
$159K
CF
191
Centaurus Financial
California
$158K
FFA
192
Farther Finance Advisors
California
$119K
EWA
193
EverSource Wealth Advisors
Alabama
$71.1K
RCM
194
Richardson Capital Management
Wisconsin
$66.3K
JP Morgan Chase
195
JP Morgan Chase
New York
$34.1K
IA
196
IFP Advisors
Florida
$23.6K
AF
197
Allworth Financial
California
$18.1K
Morgan Stanley
198
Morgan Stanley
New York
$17.4K
RF
199
Rossby Financial
Florida
$15.2K
FP
200
Financial Perspectives
Minnesota
$13.3K