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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
PCM
176
Pennsylvania Capital Management
Pennsylvania
$272K +$286K +8,612 New
SWMG
177
Sard Wealth Management Group
Georgia
$271K
HF
178
HRT Financial
New York
$270K +$285K +8,571 New
FFG
179
Fortress Financial Group
Minnesota
$265K +$278K +8,381 New
BFP
180
Birchwood Financial Partners
Minnesota
$260K +$143K +4,305 +110%
WMA
181
William Mack & Associates
Michigan
$249K -$134K -4,039 -34%
IAIM
182
International Assets Investment Management
Florida
$239K -$830 -25 -0.3%
TFA
183
Transamerica Financial Advisors
Florida
$239K +$128K +3,861 +104%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$234K +$246K +7,401 New
PWM
185
Perigon Wealth Management
California
$227K +$239K +7,194 New
VWA
186
Visionary Wealth Advisors
Illinois
$227K +$238K +7,175 New
TWM
187
Tradition Wealth Management
Minnesota
$226K +$238K +7,155 New
BWP
188
Balboa Wealth Partners
Arizona
$223K -$664 -20 -0.3%
Betterment LLC
189
Betterment LLC
New York
$221K +$232K +6,997 New
AWM
190
Avaii Wealth Management
Wisconsin
$201K -$12K -361 -5%
PTC
191
Private Trust Company
Ohio
$159K +$74.5K +2,243 +80%
CF
192
Centaurus Financial
California
$158K
FFA
193
Farther Finance Advisors
California
$119K +$93.1K +2,805 +303%
EWA
194
EverSource Wealth Advisors
Alabama
$71.1K
RCM
195
Richardson Capital Management
Wisconsin
$66.3K +$69.7K +2,100 New
JP Morgan Chase
196
JP Morgan Chase
New York
$34.1K -$77.9K -2,346 -68%
IA
197
IFP Advisors
Florida
$23.6K +$3.52K +106 +17%
AF
198
Allworth Financial
California
$18.1K
Morgan Stanley
199
Morgan Stanley
New York
$17.4K
RF
200
Rossby Financial
Florida
$15.2K +$11.4K +344 +257%