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CGNG

Capital Group New Geography Equity ETF

190 hedge funds and large institutions have $1.13B invested in Capital Group New Geography Equity ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 16

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more capital invested

Capital invested by funds: $837M → $1.13B (+$296M)

23% more funds holding

Funds holding: 154190 (+36)

5.67% less ownership

Funds ownership: 97.06%91.39% (-5.7%)

Holders
190
Holders Change
+36
Holders Change %
+23.38%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
46
Increased
122
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$145M +$46.5M +1,472,258 +48%
CGPCS
2
Capital Group Private Client Services
California
$84.7M +$6.96M +220,620 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$81.7M +$10.7M +338,154 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$67.7M +$26.7M +845,917 +66%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$67.6M +$7.96M +252,297 +14%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.5M +$12M +381,480 +28%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33.7M -$353K -11,184 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$29M +$3.93M +124,591 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$25.6M +$15.7M +496,612 +163%
Wells Fargo
10
Wells Fargo
California
$22.1M +$16.8M +532,769 +334%
NA
11
NewEdge Advisors
Louisiana
$21M +$1.96M +62,208 +10%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$20.1M +$1.65M +52,338 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.4M +$1.34M +42,546 +8%
Bank of America
14
Bank of America
North Carolina
$18M +$17.2M +544,121 +2,890%
WA
15
Waverly Advisors
Alabama
$17.9M +$175K +5,535 +1%
MFG
16
Merit Financial Group
Georgia
$16.2M +$326K +10,322 +2%
PIA
17
Petredis Investment Advisors
Pennsylvania
$15.6M -$42.2K -1,336 -0.3%
JBA
18
Johnson Bixby & Associates
Washington
$14.9M -$1.35M -42,721 -8%
GWAG
19
Garrett Wealth Advisory Group
Texas
$14.9M +$1.23M +38,895 +9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.6M +$7.18M +227,695 +99%
CWS
21
Confluence Wealth Services
Pennsylvania
$14.5M +$1.2M +37,967 +9%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$14.2M +$12.6M +399,303 +1,392%
MML Investors Services
23
MML Investors Services
Massachusetts
$11.6M +$2.06M +65,352 +22%
CAL
24
Capital Analysts LLC
Pennsylvania
$11.6M +$2.49M +78,752 +28%
AssetMark Inc
25
AssetMark Inc
California
$10.6M +$3.2M +101,281 +44%