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CGNG

Capital Group New Geography Equity ETF

219 hedge funds and large institutions have $1.59B invested in Capital Group New Geography Equity ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 26

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more capital invested

Capital invested by funds: $1.13B → $1.59B (+$458M)

15% more funds holding

Funds holding: 190219 (+29)

0.43% less ownership

Funds ownership: 91.39%90.96% (-0.43%)

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
44
Increased
136
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$222M +$83M +2,500,618 +55%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M +$27.8M +836,643 +33%
CGPCS
3
Capital Group Private Client Services
California
$101M +$18M +543,487 +20%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$99.6M +$47M +1,417,059 +82%
Raymond James Financial
5
Raymond James Financial
Florida
$88.8M +$23M +693,526 +33%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$75.8M +$9.36M +282,054 +13%
Wells Fargo
7
Wells Fargo
California
$49M +$28.5M +859,844 +124%
BEI
8
Benjamin Edwards Inc
Missouri
$42.3M +$34.8M +1,049,818 +360%
Bank of America
9
Bank of America
North Carolina
$41.1M +$24.6M +739,844 +131%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.1M -$261K -7,861 -0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$26.2M -$2.6M -78,275 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.5M -$882K -26,582 -3%
NA
13
NewEdge Advisors
Louisiana
$22.7M +$2.03M +61,277 +9%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$22.6M +$2.82M +84,941 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.3M +$134K +4,033 +0.7%
GWAG
16
Garrett Wealth Advisory Group
Texas
$19M +$4.48M +135,052 +29%
MML Investors Services
17
MML Investors Services
Massachusetts
$18.5M +$7.31M +220,355 +61%
WA
18
Waverly Advisors
Alabama
$17.7M -$70.6K -2,128 -0.4%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$17.6M +$11.8M +354,947 +162%
UBS Group
20
UBS Group
Switzerland
$17.6M +$18.5M +556,424 +218,205%
MFG
21
Merit Financial Group
Georgia
$16.7M +$697K +21,000 +4%
CWS
22
Confluence Wealth Services
Pennsylvania
$16.2M +$1.96M +59,114 +13%
PIA
23
Petredis Investment Advisors
Pennsylvania
$15.8M +$463K +13,941 +3%
JBA
24
Johnson Bixby & Associates
Washington
$15.2M +$507K +15,283 +3%
PFA
25
Presper Financial Architects
Ohio
$15M +$15.7M +473,695 New