CGMM

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

Overview Fund Trends Analyst Outlook Journalist POV

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

more ownership

Funds ownership: →

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

Top Buyers

1
+$24M
2
+$18.5M
3
+$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 		Change in
Stake
LA
26
Latitude Advisors
Florida
$295K
GS
27
GWN Securities
Florida
$295K
TWM
28
Tradition Wealth Management
Minnesota
$290K
OFS
29
OneAscent Financial Services
Alabama
$280K
MLRA
30
Main Line Retirement Advisors
Montana
$276K
FFS
31
Founders Financial Securities
Maryland
$264K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$246K
EFS
33
Essex Financial Services
Connecticut
$241K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$238K
WIA
35
World Investment Advisors
California
$219K
HI
36
Harbour Investments
Wisconsin
$206K
BC
37
Barrett & Company
Rhode Island
$122K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$115K
IA
39
IFP Advisors
Florida
$29.7K
OP
40
ORG Partners
Indiana
$20.9K
CAWM
41
Capital A Wealth Management
Pennsylvania
$12.4K
MSFP
42
Mark Sheptoff Financial Planning
Connecticut
$9.32K
SPIA
43
Steward Partners Investment Advisory
New York
$3.63K
CAL
44
Capital Analysts LLC
Pennsylvania
$3K
1
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