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Since the 2019 ETF Rule, asset managers have flooded the market with active ETFs, offering investors a rapidly growing space of actively managed choices. In fact, over the last twelve months, active ETFs have seen outsized flows relative to their AUM — despite holding less in assets compared to their passive counterparts.
Confluence Wealth Services Inc. lifted its stake in Capital Group New Geography Equity ETF (NYSEARCA:CGNG) by 9.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 453,794 shares of the company's stock after purchasing an additional 37,967 shares during the
Stonebridge Financial Group LLC boosted its stake in Capital Group New Geography Equity ETF (NYSEARCA:CGNG) by 73.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 44,452 shares of the company's stock after buying an additional 18,896 shares during the quarter.
Stratos Wealth Partners LTD. raised its position in Capital Group New Geography Equity ETF (NYSEARCA:CGNG) by 59.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 130,735 shares of the company's stock after purchasing an additional 48,513 shares during
In a span of just four years, The Capital Group Companies went from ETF rookie to perennial All-Star. The Los Angeles-based firm has already amassed over $120 billion in assets dispersed across its suite of 25 active ETFs.
Capital Group New Geography Equity ETF offers global equity exposure with a unique revenue-based, look-through approach across developed and emerging markets. CGNG maintains a balanced portfolio, overweight tech, with a 16.7x P/E and 2.9x P/B, and targets developed-markets-like volatility. Performance has been strong but volatile, with a 17% annualized volatility and -13% drawdown during market stress; the expense ratio is 0.64%.
Valmark Advisers Inc. bought a new position in Capital Group New Geography Equity ETF (NYSEARCA:CGNG) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 21,457 shares of the company's stock, valued at approximately $663,000. Valmark Advisers Inc. owned about 0.07%
Ergawealth Advisors Inc. grew its holdings in shares of Capital Group New Geography Equity ETF (NYSEARCA:CGNG) by 396.0% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 71,635 shares of the company's stock after acquiring an additional 57,193 shares during
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.