CGNG

Capital Group New Geography Equity ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
CGPCS
1
Capital Group Private Client Services
California
$26.4M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.5M
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$12M
JBA
4
Johnson Bixby & Associates
Washington
$11.4M
CWS
5
Confluence Wealth Services
Pennsylvania
$8.96M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.82M
Raymond James Financial
7
Raymond James Financial
Florida
$8.07M
BWG
8
Beta Wealth Group
California
$5.88M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.39M
PAG
10
Private Advisor Group
New Jersey
$5.16M
SFA
11
Souders Financial Advisors
Ohio
$4.2M
Citadel Advisors
12
Citadel Advisors
Florida
$4.03M
QWM
13
Quadcap Wealth Management
Texas
$3.44M
MML Investors Services
14
MML Investors Services
Massachusetts
$3.24M
LCC
15
Lincoln Capital Corp
Rhode Island
$3.11M
BEI
16
Benjamin Edwards Inc
Missouri
$2.91M
LPL Financial
17
LPL Financial
California
$2.8M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.58M
AWS
19
Atria Wealth Solutions
New York
$2.49M
FTUS
20
Flow Traders U.S.
New York
$2.36M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.04M
BFG
22
Bleakley Financial Group
New Jersey
$2.02M
Osaic Holdings
23
Osaic Holdings
Arizona
$1.91M
NFG
24
Nations Financial Group
Iowa
$1.87M
CFS
25
CRA Financial Services
New Jersey
$1.86M