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CGNG

Capital Group New Geography Equity ETF
CGNG

154 hedge funds and large institutions have $837M invested in Capital Group New Geography Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 1

956% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 9

85% more capital invested

Capital invested by funds: $452M → $837M (+$384M)

34% more funds holding

Funds holding: 115 → 154 (+39)

7.84% more ownership

Funds ownership: 89.21% → 97.06% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
154
Holders Change
+39
Holders Change %
+33.91%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
42
Increased
95
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M
3
LPL Financial
LPL Financial
California
+$35.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$31.5M
5
CGPCS
Capital Group Private Client Services
California
+$22M

Top Sellers

1
BWG
Beta Wealth Group
California
-$5.47M
2
Jane Street
Jane Street
New York
-$4.76M
3
FTUS
Flow Traders U.S.
New York
-$3.32M
4
MSAM
Moloney Securities Asset Management
Missouri
-$531K
5
SA
Sanctuary Advisors
Indiana
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$94.6M +$35.3M +1,197,954 +64%
CGPCS
2
Capital Group Private Client Services
California
$75.1M +$22M +747,156 +44%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$68.6M +$35.7M +1,208,748 +120%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$57.7M +$16.9M +574,197 +44%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$41.9M +$37.3M +1,264,471 +1,393%
Raymond James Financial
6
Raymond James Financial
Florida
$39.4M +$15.7M +531,580 +72%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33M +$31.5M +1,067,055 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$24.2M +$13.5M +457,323 +140%
NA
9
NewEdge Advisors
Louisiana
$18.4M +$576K +19,528 +3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$17.9M +$1.29M +43,860 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.5M +$2.19M +74,307 +15%
WA
12
Waverly Advisors
Alabama
$17.2M +$16.4M +555,779 New
JBA
13
Johnson Bixby & Associates
Washington
$15.7M +$466K +15,782 +3%
MFG
14
Merit Financial Group
Georgia
$15.4M +$13.9M +469,644 +1,633%
PIA
15
Petredis Investment Advisors
Pennsylvania
$15.1M +$382K +12,944 +3%
OMC
16
Old Mission Capital
Illinois
$14M +$13.4M +454,288 New
GWAG
17
Garrett Wealth Advisory Group
Texas
$13.2M +$606K +20,560 +5%
CWS
18
Confluence Wealth Services
Pennsylvania
$12.8M +$585K +19,817 +5%
SI
19
Stephens Inc
Arkansas
$11.4M +$6.27M +212,535 +137%
MML Investors Services
20
MML Investors Services
Massachusetts
$9.23M +$3.35M +113,646 +61%
Osaic Holdings
21
Osaic Holdings
Arizona
$9.21M +$4.67M +158,244 +108%
CAL
22
Capital Analysts LLC
Pennsylvania
$8.81M +$3.85M +130,504 +84%
PAG
23
Private Advisor Group
New Jersey
$8.53M +$1.51M +51,066 +23%
BPA
24
Beacon Pointe Advisors
California
$7.71M +$5.56M +188,542 +309%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.13M +$703K +23,830 +12%
1
2 3 4 5

CGNG Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group New Geography Equity ETF (CGNG) for Q3 2025, worth a combined $837M — up 85% from $452M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGNG positions and 1 closed out — a net gain of 41 holders — while 95 added to existing stakes and 9 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $37.3M. The largest seller was Beta Wealth Group, cutting an estimated $5.47M.

  • 154 institutional investors held Capital Group New Geography Equity ETF (CGNG) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $837M of Capital Group New Geography Equity ETF stock for Q3 2025, up 85% quarter-over-quarter.
  • 42 funds opened new Capital Group New Geography Equity ETF positions in Q3 2025 and 1 closed out, a net change of +41 holders.
  • The largest Capital Group New Geography Equity ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $37.3M added.
  • The largest Capital Group New Geography Equity ETF seller in Q3 2025 was Beta Wealth Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2025.