CGNG

Capital Group New Geography Equity ETF

112 hedge funds and large institutions have $447M invested in Capital Group New Geography Equity ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+31
Holders Change %
+38.27%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
38
Increased
59
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$53.7M +$50.5M +1,751,558 +1,575%
CGPCS
2
Capital Group Private Client Services
California
$48.5M +$18.3M +635,447 +61%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$37.2M +$31M +1,077,493 +503%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.1M +$7.95M +275,828 +38%
Raymond James Financial
5
Raymond James Financial
Florida
$21.4M +$12.1M +421,319 +131%
NA
6
NewEdge Advisors
Louisiana
$16.6M +$16.6M +576,180 New
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$15.4M +$1.59M +55,330 +12%
JBA
8
Johnson Bixby & Associates
Washington
$14.2M +$1.23M +42,655 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.2M +$4.08M +141,500 +40%
PIA
10
Petredis Investment Advisors
Pennsylvania
$13.7M +$13.7M +475,754 New
GWAG
11
Garrett Wealth Advisory Group
Texas
$11.7M +$11.7M +407,219 New
CWS
12
Confluence Wealth Services
Pennsylvania
$11.4M +$1.12M +38,713 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.43M +$6.48M +224,817 +219%
Jane Street
14
Jane Street
New York
$7.89M +$7.36M +255,637 +1,393%
AAS
15
Avantax Advisory Services
Texas
$7.66M +$5.85M +203,041 +323%
BWG
16
Beta Wealth Group
California
$6.82M +$88K +3,056 +1%
LCC
17
Lincoln Capital Corp
Rhode Island
$6.51M +$2.95M +102,311 +83%
PAG
18
Private Advisor Group
New Jersey
$6.48M +$565K +19,613 +10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.96M +$3.62M +125,758 +155%
Citadel Advisors
20
Citadel Advisors
Florida
$5.69M +$1.08M +37,421 +23%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.33M +$1.63M +56,491 +44%
SFA
22
Souders Financial Advisors
Ohio
$4.94M +$123K +4,269 +3%
QWM
23
Quadcap Wealth Management
Texas
$4.88M +$942K +32,696 +24%
SI
24
Stephens Inc
Arkansas
$4.47M +$4.47M +155,178 New
CAL
25
Capital Analysts LLC
Pennsylvania
$4.46M +$3.2M +111,160 +256%