CGNG

Capital Group New Geography Equity ETF
CGNG

Overview Fund Activity

81 hedge funds and large institutions have $185M invested in Capital Group New Geography Equity ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
81
Holders Change
+26
Holders Change %
+47.27%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.5M
2
CGPCS
2
Capital Group Private Client Services
California
$26.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.82M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.07M
5
BWG
5
Beta Wealth Group
California
$5.88M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.52M
2
Jane Street
2
Jane Street
New York
$462K
3
MSAM
3
Moloney Securities Asset Management
Missouri
$710K
4
AFM
4
Armstrong Fleming & Moore
District of Columbia
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$669K
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$26.4M 1,048,223 +503,109 +92%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.5M 734,467 +678,244 +1,206%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$12M 478,753 +135,943 +40%
JBA
4
Johnson Bixby & Associates
Washington
$11.4M 451,120 +195,416 +76%
CWS
5
Confluence Wealth Services
Pennsylvania
$8.96M 357,297 +26,039 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.82M 350,437 +336,020 +2,331%
Raymond James Financial
7
Raymond James Financial
Florida
$8.07M 320,887 +299,472 +1,398%
BWG
8
Beta Wealth Group
California
$5.88M 233,822 +233,822 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.39M 214,054 +195,418 +1,049%
PAG
10
Private Advisor Group
New Jersey
$5.16M 205,227 +166,683 +432%
SFA
11
Souders Financial Advisors
Ohio
$4.2M 167,070 +7,443 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$4.03M 160,175 +160,175 New
QWM
13
Quadcap Wealth Management
Texas
$3.44M 136,651 +28,197 +26%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.24M 128,621 +119,021 +1,240%
LCC
15
Lincoln Capital Corp
Rhode Island
$3.11M 123,639 +123,639 New
BEI
16
Benjamin Edwards Inc
Missouri
$2.91M 115,816 +42,281 +57%
LPL Financial
17
LPL Financial
California
$2.8M 111,229 +72,911 +190%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.58M 102,480 +63,592 +164%
AWS
19
Atria Wealth Solutions
New York
$2.49M 99,161 +99,161 New
FTUS
20
Flow Traders U.S.
New York
$2.36M 93,715 +93,715 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.04M 81,137 +24,514 +43%
BFG
22
Bleakley Financial Group
New Jersey
$2.02M 80,259 +18,711 +30%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.91M 75,871 +58,170 +329%
NFG
24
Nations Financial Group
Iowa
$1.87M 74,426 +6,409 +9%
CFS
25
CRA Financial Services
New Jersey
$1.86M 73,811 +26,048 +55%
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