CGMM

Capital Group U.S. Small and Mid Cap ETF

81 hedge funds and large institutions have $249M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$24.8M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.6M
NA
4
NewEdge Advisors
Louisiana
$13.6M
MLRA
5
Main Line Retirement Advisors
Montana
$13.1M
SB
6
Strategic Blueprint
Georgia
$9.48M
LPL Financial
7
LPL Financial
California
$9.02M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$7.58M
BWG
9
Beta Wealth Group
California
$7.2M
SI
10
Stephens Inc
Arkansas
$7.01M
CGPCS
11
Capital Group Private Client Services
California
$6.88M
Stifel Financial
12
Stifel Financial
Missouri
$6.65M
SEI Investments
13
SEI Investments
Pennsylvania
$6.53M
MML Investors Services
14
MML Investors Services
Massachusetts
$6.16M
CSP
15
Cary Street Partners
Virginia
$5.21M
Capital International Investors
16
Capital International Investors
California
$4.7M
SWM
17
StoneCrest Wealth Management
Arizona
$3.2M
STA
18
Smith Thornton Advisors
Alabama
$3.05M
P
19
&Partners
Tennessee
$2.78M
CIA
20
Concurrent Investment Advisors
Florida
$2.61M
EA
21
Ergawealth Advisors
Illinois
$2.6M
BEI
22
Benjamin Edwards Inc
Missouri
$2.59M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.4M
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$2.3M
AAS
25
Avantax Advisory Services
Texas
$1.75M