CGNG

Capital Group New Geography Equity ETF

218 hedge funds and large institutions have $1.57B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
LPL Financial
1
LPL Financial
California
$222M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M
CGPCS
3
Capital Group Private Client Services
California
$101M
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$99.6M
Raymond James Financial
5
Raymond James Financial
Florida
$88.8M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$75.8M
Wells Fargo
7
Wells Fargo
California
$49M
BEI
8
Benjamin Edwards Inc
Missouri
$42.3M
Bank of America
9
Bank of America
North Carolina
$41.1M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.1M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$26.2M
Osaic Holdings
12
Osaic Holdings
Arizona
$24.5M
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$22.6M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.3M
GWAG
15
Garrett Wealth Advisory Group
Texas
$19M
MML Investors Services
16
MML Investors Services
Massachusetts
$18.5M
WA
17
Waverly Advisors
Alabama
$17.7M
Jones Financial Companies
18
Jones Financial Companies
Missouri
$17.6M
UBS Group
19
UBS Group
Switzerland
$17.6M
MFG
20
Merit Financial Group
Georgia
$16.7M
CWS
21
Confluence Wealth Services
Pennsylvania
$16.2M
PIA
22
Petredis Investment Advisors
Pennsylvania
$15.8M
JBA
23
Johnson Bixby & Associates
Washington
$15.2M
PFA
24
Presper Financial Architects
Ohio
$15M
CAL
25
Capital Analysts LLC
Pennsylvania
$13.9M