CGMM

Capital Group U.S. Small and Mid Cap ETF
CGMM

Overview Fund Activity

44 hedge funds and large institutions have $84.2M invested in Capital Group U.S. Small and Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+44
Holders Change %
–
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$24M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.5M
3
BWG
Beta Wealth Group
California
+$6.47M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.78M
5
SB
Strategic Blueprint
Georgia
+$4.99M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
26
GWN Securities
Florida
$295K +$295K +12,344 New
LA
27
Latitude Advisors
Florida
$295K +$295K +12,344 New
TWM
28
Tradition Wealth Management
Minnesota
$290K +$290K +12,150 New
OFS
29
OneAscent Financial Services
Alabama
$280K +$280K +11,734 New
MLRA
30
Main Line Retirement Advisors
Montana
$276K +$276K +11,550 New
FFS
31
Founders Financial Securities
Maryland
$264K +$264K +11,314 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$246K +$246K +10,297 New
EFS
33
Essex Financial Services
Connecticut
$241K +$241K +10,095 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$238K +$238K +9,950 New
WIA
35
World Investment Advisors
California
$219K +$219K +9,150 New
HI
36
Harbour Investments
Wisconsin
$206K +$206K +8,618 New
BC
37
Barrett & Company
Rhode Island
$122K +$122K +5,125 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$115K +$115K +4,794 New
IA
39
IFP Advisors
Florida
$29.7K +$29.7K +1,242 New
OP
40
ORG Partners
Indiana
$20.9K +$20.9K +870 New
CAWM
41
Capital A Wealth Management
Pennsylvania
$12.4K +$12.4K +520 New
MSFP
42
Mark Sheptoff Financial Planning
Connecticut
$9.32K +$9.32K +390 New
SPIA
43
Steward Partners Investment Advisory
New York
$3.63K +$3.63K +152 New
CAL
44
Capital Analysts LLC
Pennsylvania
$3K +$3K +115 New
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