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CGNG

Capital Group New Geography Equity ETF

83 hedge funds and large institutions have $186M invested in Capital Group New Geography Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

600% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 6

107% more capital invested

Capital invested by funds: $89.7M → $186M (+$96.4M)

51% more funds holding

Funds holding: 5583 (+28)

0.06% more ownership

Funds ownership: 86.76%86.82% (+0.06%)

Holders
83
Holders Change
+28
Holders Change %
+50.91%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
42
Reduced
6
Closed
2
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 +$12.8M +503,109 +92%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.5M +$17.3M +678,244 +1,206%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$12M +$3.47M +135,943 +40%
JBA
4
Johnson Bixby & Associates
Washington
$11.4M +$4.98M +195,416 +76%
CWS
5
Confluence Wealth Services
Pennsylvania
$8.96M +$664K +26,039 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.82M +$8.56M +336,020 +2,331%
Raymond James Financial
7
Raymond James Financial
Florida
$8.07M +$7.63M +299,472 +1,398%
BWG
8
Beta Wealth Group
California
$5.88M +$5.96M +233,822 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.39M +$4.98M +195,418 +1,049%
PAG
10
Private Advisor Group
New Jersey
$5.16M +$4.25M +166,683 +432%
SFA
11
Souders Financial Advisors
Ohio
$4.2M +$190K +7,443 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$4.03M +$4.08M +160,175 New
QWM
13
Quadcap Wealth Management
Texas
$3.44M +$719K +28,197 +26%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.24M +$3.03M +119,021 +1,240%
LCC
15
Lincoln Capital Corp
Rhode Island
$3.11M +$3.15M +123,639 New
BEI
16
Benjamin Edwards Inc
Missouri
$2.91M +$1.08M +42,281 +57%
LPL Financial
17
LPL Financial
California
$2.8M +$1.86M +72,911 +190%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.58M +$1.62M +63,592 +164%
AWS
19
Atria Wealth Solutions
New York
$2.49M +$2.53M +99,161 New
FTUS
20
Flow Traders U.S.
New York
$2.36M +$2.39M +93,715 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.04M +$625K +24,514 +43%
BFG
22
Bleakley Financial Group
New Jersey
$2.02M +$477K +18,711 +30%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.91M +$1.48M +58,170 +329%
NFG
24
Nations Financial Group
Iowa
$1.87M +$163K +6,409 +9%
CFS
25
CRA Financial Services
New Jersey
$1.86M +$664K +26,048 +55%

CGNG Hedge Fund Activity: Q1 2025 in Review

83 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q1 2025, worth a combined $186M — up 107% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGNG positions and 2 closed out — a net gain of 28 holders — while 42 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.3M. The largest seller was Capital International Investors, cutting an estimated $15.4M.

  • 83 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q1 2025, up from 55 in Q4 2024.
  • Funds reported $186M of Capital Group New Geography Equity ETF stock for Q1 2025, up 107% quarter-over-quarter.
  • 30 funds opened new Capital Group New Geography Equity ETF positions in Q1 2025 and 2 closed out, a net change of +28 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $17.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q1 2025 was Capital International Investors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.