CGNG

Capital Group New Geography Equity ETF

55 hedge funds and large institutions have $89.7M invested in Capital Group New Geography Equity ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+29
Holders Change %
+111.54%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
19
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$16.4M 664,000 -100,000 -13%
CGPCS
2
Capital Group Private Client Services
California
$13.5M 545,114 +266,697 +96%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$8.49M 342,810 +75,549 +28%
CWS
4
Confluence Wealth Services
Pennsylvania
$8.49M 331,258 +90,692 +38%
JBA
5
Johnson Bixby & Associates
Washington
$6.33M 255,704 +34,832 +16%
SFA
6
Souders Financial Advisors
Ohio
$3.95M 159,627 +159,627 New
Jane Street
7
Jane Street
New York
$2.97M 120,000 -65,558 -35%
QWM
8
Quadcap Wealth Management
Texas
$2.69M 108,454 +21,454 +25%
BEI
9
Benjamin Edwards Inc
Missouri
$1.82M 73,535 +46,196 +169%
NFG
10
Nations Financial Group
Iowa
$1.68M 68,017 +68,017 New
BFG
11
Bleakley Financial Group
New Jersey
$1.52M 61,548 +61,548 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.4M 56,623 +48,864 +630%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.39M 56,223 +48,186 +600%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.37M 55,324 +10,367 +23%
LF
15
Lantz Financial
Illinois
$1.2M 48,301 +16,714 +53%
CFS
16
CRA Financial Services
New Jersey
$1.18M 47,763 +47,763 New
MSAM
17
Moloney Securities Asset Management
Missouri
$1.14M 46,150 +46,150 New
MMM
18
Mendel Money Management
Illinois
$1.06M 42,711 -3,257 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$963K 38,888 +25,490 +190%
PAG
20
Private Advisor Group
New Jersey
$955K 38,544 +38,544 New
LPL Financial
21
LPL Financial
California
$949K 38,318 +38,318 New
PIA
22
Perennial Investment Advisors
California
$816K 32,921 +32,921 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$764K 30,855 +21,725 +238%
Raymond James Financial
24
Raymond James Financial
Florida
$530K 21,415 +21,415 New
AIFS
25
A&I Financial Services
Colorado
$493K 19,914 +19,914 New