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CGNG

Capital Group New Geography Equity ETF
CGNG

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.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

112% more funds holding

Funds holding: 26 → 55 (+29)

42% more capital invested

Capital invested by funds: $63.2M → $89.7M (+$26.5M)

3.1% less ownership

Funds ownership: 89.86% → 86.76% (-3.1%)

Holders
55
Holders Change
+29
Holders Change %
+111.54%
% of All Funds
0.72%
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
–

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$6.85M
2
SFA
Souders Financial Advisors
Ohio
+$4.1M
3
CWS
Confluence Wealth Services
Pennsylvania
+$2.33M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.94M
5
NFG
Nations Financial Group
Iowa
+$1.75M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$2.57M
2
Jane Street
Jane Street
New York
-$1.68M
3
Stifel Financial
Stifel Financial
Missouri
-$1.46M
4
GS
GTS Securities
New York
-$676K
5
FTUS
Flow Traders U.S.
New York
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$16.4M -$2.57M -100,000 -13%
CGPCS
2
Capital Group Private Client Services
California
$13.5M +$6.85M +266,697 +96%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$8.49M +$1.94M +75,549 +28%
CWS
4
Confluence Wealth Services
Pennsylvania
$8.49M +$2.33M +90,692 +38%
JBA
5
Johnson Bixby & Associates
Washington
$6.33M +$895K +34,832 +16%
SFA
6
Souders Financial Advisors
Ohio
$3.95M +$4.1M +159,627 New
Jane Street
7
Jane Street
New York
$2.97M -$1.68M -65,558 -35%
QWM
8
Quadcap Wealth Management
Texas
$2.69M +$551K +21,454 +25%
BEI
9
Benjamin Edwards Inc
Missouri
$1.82M +$1.19M +46,196 +169%
NFG
10
Nations Financial Group
Iowa
$1.68M +$1.75M +68,017 New
BFG
11
Bleakley Financial Group
New Jersey
$1.52M +$1.58M +61,548 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.4M +$1.26M +48,864 +630%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.39M +$1.24M +48,186 +600%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.37M +$266K +10,367 +23%
LF
15
Lantz Financial
Illinois
$1.2M +$429K +16,714 +53%
CFS
16
CRA Financial Services
New Jersey
$1.18M +$1.23M +47,763 New
MSAM
17
Moloney Securities Asset Management
Missouri
$1.14M +$1.19M +46,150 New
MMM
18
Mendel Money Management
Illinois
$1.06M -$83.7K -3,257 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$963K +$655K +25,490 +190%
PAG
20
Private Advisor Group
New Jersey
$955K +$990K +38,544 New
LPL Financial
21
LPL Financial
California
$949K +$985K +38,318 New
PIA
22
Perennial Investment Advisors
California
$816K +$846K +32,921 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$764K +$558K +21,725 +238%
Raymond James Financial
24
Raymond James Financial
Florida
$530K +$550K +21,415 New
AIFS
25
A&I Financial Services
Colorado
$493K +$512K +19,914 New
1
2 3

CGNG Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q4 2024, worth a combined $89.7M — up 42% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGNG positions and 4 closed out — a net gain of 29 holders — while 19 added to existing stakes and 3 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $6.85M. The largest seller was Capital International Investors, cutting an estimated $2.57M.

  • 55 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q4 2024, up from 26 in Q3 2024.
  • Funds reported $89.7M of Capital Group New Geography Equity ETF stock for Q4 2024, up 42% quarter-over-quarter.
  • 33 funds opened new Capital Group New Geography Equity ETF positions in Q4 2024 and 4 closed out, a net change of +29 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $6.85M added.
  • The largest Capital Group New Geography Equity ETF seller in Q4 2024 was Capital International Investors, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2024.